Pro Insight | Coastal Bridge Advisors

Pro Insight | Coastal Bridge Advisors

Pro Insights
Broadcast on: October 20, 2022
Duration: 9:46

Founding partner Jim Pratt-Heaney discusses his experience in the wealth management industry, the history of Coastal Bridge Advisors and his tips to plan for and weather volatile markets.

  • Founding Partner, CIMA®

    Jim Pratt-Heaney, Founding Partner, CIMA®, Coastal Bridge Advisors

  • Director

    Mehdi Sunderji, Director, OETV

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