Victor Angulo Victor brings experience in the financial services industry, specializing in the various areas of portfolio reporting and analytics, as well as trade-based operations. Prior to…
Caroline Roughneen Caroline has a background in the alternative investments fund industry, specializing in fund accounting, financial reporting, and operations. In her previous role as Senior Fund…
Elizabeth Kelly Elizabeth is a Client Operations Associate at CoastEdge Partners. Prior to joining the team, Elizabeth worked for J.P. Morgan Chase as a Relationship Banker, specializing…
Ian Hill Ian is a Director with investment advisory and portfolio management responsibilities. Before joining CoastEdge, Ian worked with institutional investors providing investment solutions, portfolio management, and…
Alex Ponchak Alex brings deep experience in the alternative investment management industry, specializing in the various areas of financial reporting, including fund accounting, audit, and tax compliance.…
Alexa Cammarano Alexa has over eight years of dedicated client service experience, including six in the financial industry. Before joining CoastEdge, Alexa worked for Dunham & Associates…
Rebecca Wynn Rebecca is an Portfolio Analytics & Reporting Associate at CoastEdge Partners. She currently oversees the firm’s portfolio management software and is responsible for investment-level data…
Kris Farren Moss Kris Farren Moss is a Vice President of Investments at CoastEdge. Before joining the firm, she held a variety of investment research and business development…
Keita Darling Keita brings over 17 years of experience in professional executive support and has a track record of strong performance in high-volume, high-pressure environments. Prior to…
Parker Bush Prior to joining CoastEdge, Parker held positions in global investment research and trading, financial advisory, and compliance. Most recently, he was a member of PIMCO’s…