About James Pratt-Heaney

Professional Background

Jim Pratt-Heaney co-founded Coastal Bridge Advisors with a clear purpose: to deliver independent, objective financial counsel to clients who expect more than transactional advice. With more than three decades in the financial services industry, Jim has built his practice on the pillars of financial analysis, market research, and the sustained client relationships that make meaningful planning possible.

At Coastal Bridge Advisors, Jim plays a key role in shaping investment strategy and guiding long-term planning initiatives. His work reflects a disciplined, research-driven philosophy — one developed over a career that spans multiple market cycles and evolving client needs. His advisory capabilities are further informed by his service on the Advisory Board for Pershing Advisor Solutions, where he contributes to conversations that directly shape the independent advisory profession.

Media & Industry Recognition

Jim’s analytical perspective has brought him to prominent media platforms, including Fox Business Channel and the Dow Jones Advisor Show. These appearances reflect not only his market knowledge but his ability to communicate complex financial concepts with precision and clarity — a skill that translates directly into his client relationships.

Education

Jim earned his undergraduate degree from Marist College. He has continued his professional development through coursework at Ohio State University and The Wharton School of Management Center, reinforcing the technical and strategic foundations that inform his advisory practice.

Personal Passions

Outside of his professional life, Jim is a devoted family man. Based in Westport, CT, he and his wife are surrounded by their children and their growing families. He is also an avid guitarist — a pursuit that reflects the same patience, discipline, and appreciation for craft that defines his approach to financial advisory work.