Caroline Roughneen

Caroline Roughneen Caroline Roughneen is a Senior Fund Accountant at CoastEdge Partners, LLC. Prior to joining the firm, she worked on the onboarding team at PartnersAdmin, LLC,…
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…
Tara Rezapour Tara is a Client Operations Associate at CoastEdge Partners, LLC. Prior to joining the team, Tara worked for Bernstein Private Wealth Management where she worked…
Säm Bagheri Säm brings an operational excellence focus within the financial services industry to CoastEdge Partners.  Before joining the firm, he worked for PIMCO, where he helped…
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 six years of dedicated client service experience, including four in the financial industry. Before joining CoastEdge, Alexa worked for Dunham & Associates…
Rebecca Wynn Rebecca is an Operations Analyst at CoastEdge Partners. She currently oversees the firm’s portfolio management software and is responsible for investment-level data management across all…
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…