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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
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Cross Coastal Advisors's Leadership

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

Frequently Asked Questions

What is Cross Coastal Advisors known for?

Minus sign iconPlus sign iconCross Coastal Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 280 Congress Street Suite 1300 Boston, Massachusetts 02210 United States. 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 . 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 15 employees as of May 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 May 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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