As the Director of Investment Services, Jeff's commitment is to provide Coastal Bridge Advisors and its clients with ongoing exceptional service as well as proactive investment oversight. His core responsibilities include: Chair of Investment Committee; overseeing investment opportunity, sourcing, diligence, and delivery; develop market and investment strategies for the Advisory team; constructing and monitoring client portfolios; managing a team that is responsible for trade execution, portfolio administration, research and investment analysis; and interfacing with clients regarding investment related strategies.