Coastedge Partners
CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations. Our service offering combines a bespoke family office experience with the access, expertise, scale and operating platform of an institutional investment firm. CoastEdge Partners is an independent SEC Registered Investment Advisor headquartered in La Jolla, California.
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Verified contacts
16
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- AC
Alexa Cammarano
Director of Client Services · Customer/Client Service
EmailPhone - CR
Caroline Roughneen
Director of Operations · Operations
EmailPhone - IH
Ian Hill
Principal, Investments · Finance & Accounting
EmailPhone - SL
Sam Litrenta
Investment Associate · Finance & Accounting
EmailPhone - AP
Alex Ponchak
Chief Financial Officer · Finance & Accounting
EmailPhone - NV
Nancy Vo Hamada
Partner & Chief Operating Officer · General Business & Management
EmailPhone - EK
Elizabeth Kelly
Senior Client Service Associate · Customer/Client Service
EmailPhone - JM
Jordan Mottershaw
Executive Assistant · General Business & Management
EmailPhone - KD
Keita Darling
Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Coastedge Partners
12 distinct titles indexed · top 10 shown.
- 2executive assistant
- 2managing partner
- 1associate
- 1chief financial officer
- 1director of client services
- 1director of operations
- 1intern
- 1intern - investment team
- 1investment associate
- 1partner & chief operating officer
- +2more titles
Sign up to unlock all 16 contacts at Coastedge Partners
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