CoastEdge Partners Information
Contact top employees from
CoastEdge Partners
Summary
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 besp...Show more
Organization Website | coastedge.com |
Social Links |  |
Phone Number | +1-858-997-2777 |
Industries | |
Headquarters Location | 4655 Executive Drive, Suite 325, San Diego, CA, 92121 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Customized Portfolios, Pooled Vehicles, Specialized Mandates, Manager Research, Performance Evaluation, Risk Reduction |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CoastEdge Partners shows a diverse range of experience levels:
6% have been with the company for less than 1 year12% for 1–2 years18% for 3–4 years18% for 5–7 years18% for 8–10 years29% have over 11 years of service at CoastEdge PartnersEx-employees positions
In Company
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Contact top employees from
CoastEdge Partners
Elizabeth Kelly
Senior Client Service Associate
Peter Dawoud
Associate
Caroline Roughneen
Director of Operations
Keita Darling
Executive Assistant
Alexa Cammarano
Director of Client Services
Nancy Vo Hamada
Partner & Chief Operating Officer
Sam Litrenta
Director, Investments
Steven Simpson
Managing Partner
Kris Farren Moss
Principal, Investments
Rich Effress
Managing Partner and CIO
Alex Ponchak
Chief Financial Officer
Parker Bush
Deputy Chief Investment Officer
Trevor Huffman
Fund Accountant
Elliana Graham
Portfolio Advisory Associate
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FAQ
CoastEdge Partners operates in the Finance industries. More details can be found on the official website: coastedge.com.
The headquarters of CoastEdge Partners are located in San Diego, United States.
You can contact CoastEdge Partners by phone at +1-858-997-2777.
CoastEdge Partners currently employs 10-50 people.
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