Robert Calabretta
Chief Investment Officer
As Chief Investment Officer at Coastline Wealth Management, Robert blends macro-driven strategy with technology and risk management to solve complex needs for advisors and high-net-worth clients. With over 25 years of institutional experience, Robert builds frameworks for affluent families, business owners, and individuals navigating significant transitions.
Robert began his career at Morgan Stanley (NY/Tokyo) and held leadership roles at Deutsche Bank and Waypoint Capital. Spending years in proprietary trading and portfolio management sharpened his lens on markets and gave him the depth to help advisors and clients steward wealth.
At Coastline, Robert leads the Investment Team and oversees strategy for $5.5B+ in assets. He partners with advisors to design disciplined, tax-aware portfolios. Whether managing a business sale or generational wealth transfer, our goal is to bring order and strategy to both the advisor and client.
Core Focus Areas:
Strategic Leadership: Directing our team to set the course for all investment offerings.
Model Management: Spearheading actively managed portfolios repositioned for shifting markets.
Bespoke Solutions: Designing complex, tax focused, individualized strategies and wallet-share initiatives.
Liquidity & Governance: Creating preservation strategies for exits and multi-generational oversight.
Advisory Support: Empowering advisors to handle complex needs with confidence.
The Coastline Investment Team’s depth and intentional scale allows us to deliver both institutional-grade model portfolios and specialized bespoke solutions. We strive to provide first-class, a-la-carte resources to ensure the best outcomes for our partners.
Robert began his career at Morgan Stanley (NY/Tokyo) and held leadership roles at Deutsche Bank and Waypoint Capital. Spending years in proprietary trading and portfolio management sharpened his lens on markets and gave him the depth to help advisors and clients steward wealth.
At Coastline, Robert leads the Investment Team and oversees strategy for $5.5B+ in assets. He partners with advisors to design disciplined, tax-aware portfolios. Whether managing a business sale or generational wealth transfer, our goal is to bring order and strategy to both the advisor and client.
Core Focus Areas:
Strategic Leadership: Directing our team to set the course for all investment offerings.
Model Management: Spearheading actively managed portfolios repositioned for shifting markets.
Bespoke Solutions: Designing complex, tax focused, individualized strategies and wallet-share initiatives.
Liquidity & Governance: Creating preservation strategies for exits and multi-generational oversight.
Advisory Support: Empowering advisors to handle complex needs with confidence.
The Coastline Investment Team’s depth and intentional scale allows us to deliver both institutional-grade model portfolios and specialized bespoke solutions. We strive to provide first-class, a-la-carte resources to ensure the best outcomes for our partners.