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Cross Coastal Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Cross Coastal Advisors operates in the financial services sector, providing personal and business financial planning for clients. The firm emphasizes that even highly successful individuals can face time constraints and lack specialized knowledge for managing finances, and it aims to help them bridge that gap.

Its clients are skilled individuals who acknowledge their strengths and limitations and seek external guidance to align their financial planning with broader life and business goals. Based in Boston, Massachusetts, the firm functions as a small to mid-sized practice within the financial services field.

Find Cross Coastal Advisors employees' phone numbers or email addresses

Cross Coastal Advisors Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Cross Coastal Advisors's Leadership

  • Founder & Managing Partner at Cross Coastal Advisors
    G. M.
    Founder & Managing Partner
    Mobile Phone
  • Partner at Cross Coastal Advisors
    J. H.
    Partner
    Mobile Phone
  • Partner at Cross Coastal Advisors
    S. J. C.
    Partner
    Mobile Phone
  • Partner at Cross Coastal Advisors
    J. M.
    Partner
    Mobile Phone
  • Partner at Cross Coastal Advisors
    J. D.
    Partner
    Mobile Phone
  • Partner, Head Of Business Development at Cross Coastal Advisors
    R. B.
    Partner, Head Of Business Development
    Mobile Phone
  • Executive Assistant/Director Of Client Services And Marketing at Cross Coastal Advisors
    K. C.
    Executive Assistant/Director Of Client Services And Marketing
    Mobile Phone
  • Director Of Operations at Cross Coastal Advisors
    M. O.
    Director Of Operations
    Mobile Phone

Cross Coastal Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Community & Social Services
  • Accounting
  • Other
  • Administrative

Contact profiles from Cross Coastal Advisors

Name
Title
Contact
Location
Last Update
  • Partner at Cross Coastal Advisors
    J. H.
    Partner
    Mobile Phone
    United States, Massachusetts
    Jun 30, 2026
  • Partner at Cross Coastal Advisors
    S. J. C.
    Partner
    Mobile Phone
    United States, Massachusetts
    Jun 26, 2026
  • Founder & Managing Partner at Cross Coastal Advisors
    G. M.
    Founder & Managing Partner
    Mobile Phone
    United States, Massachusetts
    Jan 18, 2026
  • Partner at Cross Coastal Advisors
    J. M.
    Partner
    Mobile Phone
    United States, Massachusetts
    Apr 16, 2026
  • Partner at Cross Coastal Advisors
    J. D.
    Partner
    Mobile Phone
    United States, New Hampshire
    Jun 29, 2026
  • Partner, Head Of Business Development at Cross Coastal Advisors
    R. B.
    Partner, Head Of Business Development
    Mobile Phone
    United States, Massachusetts
    Jun 08, 2026
  • Executive Assistant/Director Of Client Services And Marketing at Cross Coastal Advisors
    K. C.
    Executive Assistant/Director Of Client Services And Marketing
    Mobile Phone
    United States, Massachusetts
    May 30, 2026
  • Director Of Operations at Cross Coastal Advisors
    M. O.
    Director Of Operations
    Mobile Phone
    United States, Massachusetts
    Jun 25, 2026
  • Client Relationship Manager at Cross Coastal Advisors
    N. D.
    Client Relationship Manager
    Mobile Phone
    United States, Massachusetts
    Jun 29, 2026
  • Relationship Manager at Cross Coastal Advisors
    P. C.
    Relationship Manager
    Mobile Phone
    United States, Massachusetts
    Jun 29, 2026

Frequently Asked Questions

What is Cross Coastal Advisors known for?

Minus sign iconPlus sign iconCross Coastal Advisors was founded in 2015 and operates in the Financial Services industry. Explore Cross Coastal Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconCross Coastal Advisors employees' email format typically follows the pattern of FLast@crosscoastaladvisors.com. 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?

Minus sign iconPlus sign iconCross Coastal Advisors has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 2026, 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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