Cross Coastal Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

Welcome to Cross Coastal Advisors
How well are you managing your finances?
People who are materially successful are not necessarily free from the challenges and worries of personal financial management. While many of these individuals may have the skills, rarely do they have the time or the specialized knowledge as it relates to their personal financial planning.

Our practice has allowed us to develop deep insights into people and their approach to personal finances. One of the most salient is that, for a variety of reasons, some of the most successful people are those who need the most guidance.

This observation alone drives our work. Our clients are talented individuals who recognize their strengths – as well as their limitations. They look to us for guidance with their personal and business financial planning, so that they can have the freedom to focus their energies wherever else they wish.

We look forward to having the opportunity to do the same for you.

http://www.crosscoastaladvisors.com/licensing

Find Cross Coastal Advisors employees' phone numbers or email addresses

Cross Coastal Advisors Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Cross Coastal Advisors's Leadership

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    G. M.
    Founder & Managing Partner
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    J. H.
    Partner
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    S. J. C.
    Partner
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    J. M.
    Partner
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    J. D.
    Partner
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    R. B.
    Partner, Head Of Business Development
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    K. C.
    Executive Assistant/Director Of Client Services And Marketing
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    N. D.
    Relationship/Operations Manager
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Contact profiles from Cross Coastal Advisors

Name
Title
Contact Info
Location
Last Update
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    J. H.
    Partner
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    United StatesMassachusetts
    Sep 09, 2025
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    S. J. C.
    Partner
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    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    G. M.
    Founder & Managing Partner
    Phone icon
    United StatesMassachusetts
    Aug 15, 2025
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    J. M.
    Partner
    Phone icon
    United StatesMassachusetts
    Nov 20, 2025
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    J. D.
    Partner
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    United StatesNew Hampshire
    Oct 22, 2025
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    R. B.
    Partner, Head Of Business Development
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    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    K. C.
    Executive Assistant/Director Of Client Services And Marketing
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    United StatesMassachusetts
    Sep 10, 2025
  • Stylized image of a person
    N. D.
    Relationship/Operations Manager
    Phone icon
    United StatesMassachusetts
    Oct 26, 2025
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    P. C.
    Relationship Manager
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    United StatesMassachusetts
    Oct 17, 2025
  • Stylized image of a person
    G. F.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Nov 26, 2025

Frequently Asked Questions

What is Cross Coastal Advisors known for?

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Cross Coastal Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 280 Congress St, Suite 1300 Boston, Massachusetts 02210, US. Explore Cross Coastal Advisors's company overview page for more information.

What is Cross Coastal Advisors's most common email format?

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Cross Coastal Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cross Coastal Advisors email formats with LeadIQ.

How many employees does Cross Coastal Advisors have currently?

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Cross Coastal Advisors has approximately 15 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cross Coastal Advisors's key employees and leadership?

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As of December 2025, Cross Coastal Advisors's key employees include:

  • Founder & Managing Partner: G. M.
  • Partner: J. H.
  • Partner: S. J. C.
  • Partner: J. M.
  • Partner: J. D.

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