Coastline Trust Company Employee Directory

Investment ManagementUnited States11-50 Employees

Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe.  We are responsible for assets totaling over $1.8 billion dollars comprised primarily of fixed income and equity investments.

Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives.  We endeavor to make things as simple and as convenient as possible.

A team of professionals comprised of three investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals.  We provide comprehensive wealth management services including:

Investment Counseling
Retirement Planning
Trust & Estate Services
College Funding Planning
Financial Planning
Custodial and Bill Paying Services

Find Coastline Trust Company employees' phone numbers or email addresses

Coastline Trust Company Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Coastline Trust Company's Leadership

  • Stylized image of a person
    R. M. B.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    T. G.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    R. G.
    Evp
    Phone icon
  • Stylized image of a person
    G. B.
    Senior Vice President/ Investment Officer
    Phone icon
  • Stylized image of a person
    L. L.
    Investment Manager
    Phone icon
  • Stylized image of a person
    S. M.
    It Manager
    Phone icon
  • Stylized image of a person
    L. L. C.
    Investment Manager
    Phone icon
  • Stylized image of a person
    S. M.
    It Manager
    Phone icon

Contact profiles from Coastline Trust Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M. B.
    Chief Investment Officer
    Phone icon
    United StatesRhode Island
    Oct 28, 2025
  • Stylized image of a person
    T. G.
    Chief Investment Officer
    Phone icon
    United StatesRhode Island
    Jul 28, 2024
  • Stylized image of a person
    R. G.
    Evp
    Phone icon
    United StatesRhode Island
    Nov 13, 2025
  • Stylized image of a person
    G. B.
    Senior Vice President/ Investment Officer
    Phone icon
    United StatesMassachusetts
    Oct 18, 2024
  • Stylized image of a person
    L. L.
    Investment Manager
    Phone icon
    United StatesRhode Island
    Oct 21, 2025
  • Stylized image of a person
    S. M.
    It Manager
    Phone icon
    United StatesRhode Island
    Nov 15, 2025
  • Stylized image of a person
    L. L. C.
    Investment Manager
    Phone icon
    Jul 29, 2024
  • Stylized image of a person
    S. M.
    It Manager
    Phone icon
    United StatesRhode Island
    Apr 10, 2025
  • Stylized image of a person
    C. T.
    Investment Officer
    Phone icon
    United StatesRhode Island
    Oct 21, 2025
  • Stylized image of a person
    D. C.
    Investment Assistant
    Phone icon
    United States
    Nov 15, 2025

Frequently Asked Questions

What is Coastline Trust Company known for?

Minus sign iconPlus sign icon
Coastline Trust Company was founded in 2004 operates in the Investment Management industry. The company's main headquarters is located in 90 Elm St, Providence, Rhode Island 02903, US; you can contact the main corporate office by phone at . Explore Coastline Trust Company's company overview page for more information.

What is Coastline Trust Company's most common email format?

Minus sign iconPlus sign icon
Coastline Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastline Trust Company email formats with LeadIQ.

How many employees does Coastline Trust Company have currently?

Minus sign iconPlus sign icon
Coastline Trust Company has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Coastline Trust Company's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Coastline Trust Company's key employees include:

  • Chief Investment Officer: R. M. B.
  • Chief Investment Officer: T. G.
  • Evp: R. G.
  • Senior Vice President/ Investment Officer: G. B.
  • Investment Manager: L. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.