What departments does Cross Coastal Advisors have?

Cross Coastal Advisors has employees across 4 departments including Business Development, Marketing, Operations, Finance.

What is the largest department at Cross Coastal Advisors?

The largest department at Cross Coastal Advisors is Finance with 2 employees.

Where are Cross Coastal Advisors employees located globally?

Cross Coastal Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Cross Coastal Advisors's team size changed over time?

Cross Coastal Advisors's team has decreased from approximately 17 to 16 employees based on available data.

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.

Cross Coastal Advisors Global Highlights

North America
18

United States Of America
18

Cross Coastal Advisors's Leadership

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

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

J. H.
Partner
Mobile Phone
Email
United StatesMassachusetts
Jun 30, 2026
S. J. C.
Partner
Mobile Phone
Email
United StatesMassachusetts
Jun 26, 2026
G. M.
Founder & Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Jan 18, 2026
J. M.
Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
J. D.
Partner
Mobile Phone
Email
United StatesNew Hampshire
Jun 29, 2026
R. B.
Partner, Head Of Business Development
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
K. C.
Executive Assistant/Director Of Client Services And Marketing
Mobile Phone
Email
United StatesMassachusetts
May 30, 2026
M. O.
Director Of Operations
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2026
N. D.
Client Relationship Manager
Mobile Phone
Email
United StatesMassachusetts
Jun 29, 2026
P. C.
Relationship Manager
Mobile Phone
Email
United StatesMassachusetts
Jun 29, 2026

Frequently Asked Questions

What is Cross Coastal Advisors known for?

Cross Coastal Advisors was founded in 2015 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?

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?

Cross 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?

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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Cross Coastal Advisors Employee Directory

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Cross Coastal Advisors Global Highlights

North America
18

Cross Coastal Advisors's Leadership

Cross Coastal Advisors Employee Metrics

Contact profiles from Cross Coastal Advisors

Frequently Asked Questions

What is Cross Coastal Advisors known for?

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

How many employees does Cross Coastal Advisors have currently?

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

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Cross Coastal Advisors Employee Directory

Find Cross Coastal Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Cross Coastal Advisors Global Highlights

North America18

Cross Coastal Advisors's Leadership

Cross Coastal Advisors Employee Metrics

Contact profiles from Cross Coastal Advisors

Frequently Asked Questions

What is Cross Coastal Advisors known for?

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

How many employees does Cross Coastal Advisors have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
18

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