David James

David James is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as Managing Director at Coastal Bridge Advisors since September 2016, James specializes in working with high net worth families to develop custom financial strategies, asset allocation, investment portfolios, and wealth preservation techniques. Prior to this role, James was the Managing Director at UBS from May 2011 to September 2016, where David was the founding partner of The Paragon Group and focused on personalized investment planning for a select clientele. James began a successful career as Managing Director at Oppenheimer & Co. from January 1995 to May 2011. David James holds a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara.