Eric Passeri Email & Phone Number
Chief Investment Officer- Institutional @ Coastal Bridge Advisors
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Eric Passeri Location
- New York, NY, US
Eric Passeri Work
- 2025 -now Chief Investment Officer- Institutional @
- 2018 -now Investment Officer @ TrinityPoint Wealth
- 2018 -2025 Chief Investment Officer, Senior Wealth Advisor @ TrinityPoint Wealth
- 2012 -2018 Research Analyst @
- 1986 -2012 Assistant Vice President | Financial Advisor @
Eric Passeri Education
- Fairfield University
Bachelor’s Degree (Economics)
Eric Passeri Skills
- PowerPoint
- Customer Service
- Project Management
- Sales
- Management
- Business Development
- Leadership
- Secondary Research
- Equities
Eric Passeri Summary
- Eric Passeri, based in New York, NY, US, is currently a Chief Investment Officer- Institutional at Coastal Bridge Advisors. Eric Passeri brings experience from previous roles at TrinityPoint Wealth, Beirne Wealth Consulting (BWC) and Merrill Lynch. Eric Passeri holds a Bachelor’s Degree in Economics @ Fairfield University. With a robust skill set that includes PowerPoint, Customer Service, Project Management, Sales, Management and more. Eric Passeri has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Coastal Bridge Advisors Employees
Bill Loftus
Founding Partner
New York, NY, US
Jim Betzig
Partner and CEO at Coastal Bridge Advisors
Milford, CT, US
Eric Passeri
Chief Investment Officer- Institutional
New York, NY, US
Mark Dupont
President
Westport, CT, US
Deanna Marcotrigiano
Vice President - Client Services
New York, NY, US
Jana L'Etoile
Partner and Chief Administration Officer
Milford, CT, US
Matthew Gallagher
Partner, Director of Business Development
Milford, CT, US
Michael Kazakewich
Partner and Senior Wealth Advisor
Westport, CT, US
Matthew Marini
Wealth Advisor
Westport, CT, US
Bethany Leduc
Vice President Client Services
Naugatuck, CT, US
Bill Garcia
Managing Director, Wealth Platforms
West Haven, CT, US
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