CoastEdge Partners, LLC

Steven Simpson is a financial advisor at CoastEdge Partners, LLC in San Diego, CA, holding a Series 66 designation with 22 years of industry experience. He has worked at CoastEdge Partners since 2017, following positions as a self-employed advisor and at Gurtin Fixed Income Management, LLC. CoastEdge Partners serves a select client base primarily consisting of high-net-worth families, private foundations, and private investment funds, providing customized multi-asset class portfolio management, financial planning, and consolidated reporting. The firm manages approximately $1.75 billion with a focus on broad diversification, manager selection, and integration of legal and governance aspects, distinguishing itself through its role as a private fund adviser and operator of pooled investment vehicles.

Elizabeth Kelly is a financial advisor at CoastEdge Partners, LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining CoastEdge in 2022, she held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, she has worked in the food service industry, including at Firehouse American Eatery & Lounge and Handel's Homemade Ice Cream. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and private investment funds, providing customized multi-asset portfolio management, financial planning, and consolidated reporting. The firm manages approximately $1.75 billion through a combination of private pooled vehicles and separately managed accounts, emphasizing broad diversification, manager selection, and integration of legal and governance considerations.

Richard Effress is a financial advisor at CoastEdge Partners, LLC, holding a Series 65 designation with 16 years of industry experience. He has been with CoastEdge Partners since 2006. Outside of his advisory role, he serves as president of Shores Ventures LLC, managing various real estate and other investments. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and investment funds, offering customized multi-asset portfolio management and financial planning. The firm manages approximately $1.75 billion, combining private fund advising with tailored investment solutions and specialized reporting.

Elliana Graham is a financial advisor at CoastEdge Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining CoastEdge Partners in 2025, she worked at Hall Capital Partners from 2019 to 2025 and was affiliated with the University of Chicago from 2015 to 2019. CoastEdge Partners serves a select client base including high-net-worth families, private foundations, and private investment funds, providing customized multi-asset portfolio management, financial planning, and consolidated reporting. The firm manages approximately $1.75 billion across six advisors and offers access to private pooled investment vehicles alongside specialized reporting and administration.

Ian Hill is a financial advisor with CoastEdge Partners, LLC, holding a Series 66 designation and six years of industry experience. Before joining CoastEdge in 2021, he worked at Allianz Global Investors US LLC and Meketa Investment Group. Outside of his advisory role, he is CEO of Something Active LLC, a company focused on physical activities, training, coaching, and counseling for children. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and private investment funds, providing customized multi-asset class portfolio management and financial planning. The firm manages approximately $1.75 billion and distinguishes itself by operating private pooled investment vehicles alongside offering specialized reporting and administrative support for sophisticated holdings.

Alexa Cammarano is a financial advisor at CoastEdge Partners, LLC with seven years of industry experience. She holds the Series 66 designation and has worked previously at Dunham & Associates Investment Counsel, LPL Financial LLC, and Pharaoh Financial Group. Prior to her advisory career, she was employed by Whole Foods Market and attended the University of California, Berkeley. CoastEdge Partners serves a select client base including high-net-worth families, private foundations, and private investment funds, providing customized multi-asset class portfolio management, financial planning, and consolidated reporting. The firm’s approach includes broad diversification, manager selection, and integration of legal and governance considerations, managing approximately $1.75 billion across six advisors and operating private pooled investment vehicles.

Parker Bush is a financial advisor at CoastEdge Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with CoastEdge Partners since 2016. Outside of his advisory role, he works as a school teacher at San Diego Jewish Academy. CoastEdge Partners serves high-net-worth families, private foundations, and private investment funds by providing customized multi-asset class portfolio management, financial planning, and consolidated reporting. The firm is notable for managing private pooled vehicles and offering specialized reporting and administrative support for sophisticated holdings.

Sam Litrenta is a financial advisor at CoastEdge Partners, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at StepStone Group and the San Diego Padres. CoastEdge Partners serves a select client base of high-net-worth families, private foundations, and private investment funds, providing customized multi-asset class portfolio management, financial planning, and consolidated reporting. The firm manages approximately $1.75 billion with a focus on diversified asset allocation, manager selection, and integration of legal and governance considerations, distinguishing itself through its role as a private fund adviser and manager of pooled investment vehicles.