Jed Limmer
Managing Partner and Founder at Bicoastal Wealth Management | New York, New York, United States
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Jed Limmer, CIMA®, is the visionary founder and managing partner of Bicoastal Wealth Management, where he leverages over two decades of experience in the financial services industry to deliver tailored wealth management solutions. His extensive background as a trusted advisor to some of the world's largest financial institutions, family offices, and high-net-worth individuals has enabled him to cultivate a deep understanding of the intricacies of asset management and capital markets. At Bicoastal Wealth Management, Jed leads a dedicated team that specializes in developing innovative investment strategies, with a keen focus on equities and hedge funds, to meet the unique needs of each client.
Under Jed's leadership, Bicoastal Wealth Management has embarked on key projects that emphasize solution development and business relationship management, ensuring that clients receive personalized attention and expert guidance. His proficiency in equity research and wealth management allows him to navigate complex financial landscapes, providing clients with insights that drive informed decision-making. Additionally, Jed's expertise in utilizing advanced financial tools, including Bloomberg, enhances the firm's ability to analyze market trends and optimize investment portfolios.
Jed’s commitment to client-centric service has not only solidified his reputation as a leading figure in the industry but has also fostered long-lasting relationships built on trust and transparency. As Bicoastal Wealth Management continues to grow, Jed remains dedicated to empowering clients to achieve their financial goals through strategic planning and innovative investment solutions, all while maintaining the highest standards of integrity and professionalism.
Managing Partner and Founder at Bicoastal Wealth Management in October 2021 to Present
Managing Director at D.A. Davidson Companies in January 2019 to October 2021
Senior Vice President at Wedbush Securities in November 2009 to November 2018
Wealth Management at UBS in March 2009 to September 2009
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Equities
Investments
Financial Analysis
Valuation
Business Development
Ideas Development
Solution Development
Creative Strategy
Business Relationship Management
Sales Process
Asset Management
Bloomberg
Business Strategy
Capital Markets
Equity Research
Financial Modeling
Hedge Funds
Wealth Management
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What is Jed Limmer email address?
Email Jed Limmer at [email protected]. This email is the most updated Jed Limmer email found in 2026.
How to contact Jed Limmer?
To contact Jed Limmer send an email to [email protected].
What company does Jed Limmer work for?
Jed Limmer works for Bicoastal Wealth Management
What is Jed Limmer's role at Bicoastal Wealth Management?
Jed Limmer is Managing Partner and Founder
What is Jed Limmer's Phone Number?
Jed Limmer's phone (212) ***-*588
What industry does Jed Limmer work in?
Jed Limmer works in the Financial Services industry.
Jed Limmer Email Addresses
Jed Limmer Phone Numbers
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