Jeffrey Kalapos

Jeffrey Kalapos is the Chief Investment Officer at Coastal Bridge Advisors, where he chairs the Investment Committee and leads the firm's investment strategy. He is responsible for managing external manager relationships and guiding clients through a broad range of investment alternatives, with a focus on private wealth solutions. His approach emphasizes tailoring portfolios to client needs and simplifying complex investment processes.

Kalapos specializes in equity and fixed income strategies, alternative investments, and manager selection across public and private markets. He has deep expertise in portfolio construction, asset allocation, and risk management, supporting both individual and institutional clients in achieving their financial objectives.

Prior to his current role, Kalapos served as Director of Investment Services at Coastal Bridge Advisors and held positions as a Strategy Analyst and Vice President at Royal Bank of Scotland. He holds an MBA from the University of Connecticut School of Business and a Bachelor's degree in Finance from the University of Rhode Island. A CFA® Charterholder and CIMA® designee, Kalapos is recognized for his commitment to client service and his contributions to advancing investment best practices in the industry.