Jim Pratt-Heaney

Mr. James K.
Pratt-Heaney is a Founding Partner at Coastal Bridge Advisors LLC.
He is a founding partner of the firm with over 30 years of experience in the financial services industry.
As Chief Compliance Officer, he oversees Coastal Bridge Advisors business operations ensuring compliance with SEC regulation.
As Chief Investment Officer and a Certified Investment Manager Analyst, he oversees the firm’s portfolio of asset allocations and execution of investment strategies as it pertains to performance and risk management, in conjunction with the Firm’s Investment Committee.
He currently sits on an Advisory Board for Pershing Advisor Solutions and Envestnet.
Prior to Coastal Bridge Advisors, Mr. Pratt-Heaney held many executive level positions across many investment firms such as EF Hutton, Smith Barney and Merrill Lynch.
In 2008, he and his 3 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 is a graduate of Marist College with continuing education at The Ohio State University and The Wharton School of Management Center.