Profil
Mr. William P.
Loftus is a Founding Partner at Coastal Bridge Advisors LLC.
He leads the Corporate Executive Services, Lending and Alternative Investment operations of the firm.
He is also responsible for overseeing business development and the firm’s west coast operation.
With a career spanning almost 30 years, Mr. Loftus began his career at Merrill Lynch in 1986.
He then spent 10 years as a Senior Vice president at Smith Barney before returning to Merrill Lynch in 1998 as part of their Private Banking and Investment Group, the firm’s prestigious division serving high net worth individuals, families and businesses.
In 2008, he and his partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.
He received his Bachelor’s degree in Political Science from Randolph Macon College in Ashland, Virginia.
Aktive Positionen von Bill Loftus
| Unternehmen | Position | Beginn |
|---|---|---|
Coastal Bridge Advisors LLC
 Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gründer | 01.01.2008 |
Ehemalige bekannte Positionen von Bill Loftus
| Unternehmen | Position | Ende |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 31.12.1997 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Smith Barney & Co., Inc. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
