The latest moves and appointments at US-based CoastalOne.
Coastal One a broker-dealer and Registered Investment Advisor hybrid platform based in Wilmington, Delaware, announced this week that its company executives have been put in industry leadership positions.
They include Michael O’Connor, chief financial officer of CoastalOne, who was invited to join the Financial Service Institute’s 2023 Accounting & Finance Council.
As part of the council, O’Connor will be responsible for sharing best practices and subject matter expertise through continued education to FSI membership on relevant and timely topics, the firm said in a statement.
Members serve three-year terms, which may be extended as necessary, and can attend monthly meetings. O’Connor will be participating in the FSI OneVoice 2023 Conference from January 23 to 25 in Palm Desert, California for executives of independent financial services' firms. Education and networking sessions are specifically designed for CEOs, senior executives, managers, and employees of independent financial services firms.
In addition, Amanda Teeple, senior vice president of CoastalOne Capital Markets is joining The Alternative & Direct Investment Securities Association’s 2023 board of directors, the firm continued.
ADISA, a large trade association, serves the alternative investment and securities industry, providing education, networking, and advocacy for its members. In addition, ADISA actively lobbies for members’ interests on Capitol Hill, and in meetings with lawmakers and regulatory agencies.
To select the directors for their 2023 board, ADISA held elections hosted by a neutral online vendor, which were open to all member categories, with a maximum of three votes per firm.
Teeple was one of five elected directors. The board of directors comprises leaders who have helped build the industry, with each director serving a two-year term that is staggered to allow five or six directors to be elected each year.
“I’m very proud of all of our team members who have received recent recognition within the industry,” said Charles Reiling, president and CEO of CoastalOne. “Our involvement in these organizations will not only increase the knowledge and expertise brought into our firm, but also allows us to share our knowledge and expertise across the industry,” he continued.