Jim Betzig Email & Phone Number
Partner and CEO at Coastal Bridge Advisors @ Coastal Bridge Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jim Betzig Location
- Milford, CT, US
Jim Betzig Work
- 2025 -now Partner and CEO at Coastal Bridge Advisors @
- 2018 -now Partner and CEO @ TrinityPoint Wealth
- 2012 -2018 Partner and CEO @
- 1994 -2012 Vice President @
Jim Betzig Education
- Trinity College-Hartford
Bachelor of Arts (BA) (Economics and History)
1991-1994
Jim Betzig Skills
- Business Development
- Strategic Planning
- New Business Development
- Operations Management
- Management Consulting
- Leadership
- Training
- Program Management
- Team Building
- Marketing
- Customer Service
Jim Betzig Summary
- Jim Betzig, based in Milford, CT, US, is currently a Partner and CEO at Coastal Bridge Advisors at Coastal Bridge Advisors. Jim Betzig brings experience from previous roles at TrinityPoint Wealth, Beirne Wealth Consulting Services, LLC (BWC) and Merrill Lynch. Jim Betzig holds a 1991 - 1994 Bachelor of Arts (BA) in Economics and History @ Trinity College-Hartford. With a robust skill set that includes Business Development, Strategic Planning, New Business Development, Operations Management, Management Consulting and more. Jim Betzig has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Jim Betzig?
Find contact details for 700 million professionals.
Others Named Jim Betzig
Top Coastal Bridge Advisors Employees
Bill Loftus
Founding Partner
New York, NY, US
David James
Managing Director
Los Angeles, CA, 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
Romano
Private Wealth Advisor
Branford, CT, US
Michael Kazakewich
Partner and Senior Wealth Advisor
Westport, CT, US
Bethany Leduc
Vice President Client Services
Naugatuck, CT, US
Bill Garcia
Managing Director, Wealth Platforms
West Haven, CT, US
Robby Graham
Partner, Wealth Advisor
Memphis, TN, US
Jeffrey Kalapos
Chief Investment Officer
New York, NY, US
Kevin Burns
Partner, Chairman
Westport, CT, US
Ines Kasdorf
Vice President - Wealth Planner
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co