News » Founding Partner Jim Pratt-Heaney featured on CNBC Worldwide Exchange

Founding Partner Jim Pratt-Heaney featured on CNBC Worldwide Exchange

Coastal Bridge Advisors‘ Founding Partner, Jim Pratt-Heaney, CIMA® was interviewed by Contessa Brewer regarding moves to make (and not make) in 2023. Watch the full segment here:

https://www.cnbc.com/video/2022/12/21/pratt-heaney-avoid-making-any-major-and-sudden-moves.html

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.