Jim Pratt-Heaney

Jim Pratt-Heaney is a founding partner of Coastal Bridge Advisors, a registered investment advisory firm, and brings more than 30 years of experience in the financial services industry to his work with clients. His expertise spans financial analysis, market research, and client relationship management — disciplines that form the foundation of sound, long-term investment strategy.

Jim’s approach centers on building enduring client relationships anchored in transparency, rigorous analysis, and a commitment to long-term financial outcomes. Throughout his career, he has played a central role in supporting complex investment decisions and comprehensive financial planning initiatives for clients navigating a range of market environments. His peer recognition extends beyond client work — he currently serves on the Advisory Board for Pershing Advisor Solutions, one of the leading custodial platforms serving independent registered investment advisors.

A recognized voice in the financial community, Jim has been featured on Fox Business Channel and the Dow Jones Advisor Show, speaking to audiences seeking grounded, analytical perspectives on markets and financial planning. He holds a degree from Marist College and has pursued continuing education at Ohio State University and The Wharton School of Management Center. Based in Westport, CT, Jim brings the same deliberate, long-term thinking to his professional practice that he applies to every other dimension of his life.