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Advisory Board

As part of Bicoastal Wealth Management’s dedication to delivering results that exceed our client’s expectations, we have assembled an Advisory Board of trusted and experienced industry leaders.

Francis “Frank” McGrail

Frank McGrail has had a long and prominent career in financial services. He is a Strategic Partner at Team Performance Group, an organization dedicated to coaching teams and professionals in the wealth management industry. Frank’s role is providing personalized coaching to financial advisors and senior management in our industry. Frank maintains his regulatory licenses through Bicoastal Wealth Management where his experience, knowledge and perspective helps our team to deliver an elevated client experience.

Josh Klivan

Josh Klivan retired as a Partner from 3G Capital, one of the world’s most prominent Hedge Funds and Private Equity Funds. He led the firm’s research efforts and managed the investment team. He brings a wealth of knowledge and experience in research and portfolio construction and management. He is currently a private investor.

Julian Singer

Julian Singer is a Portfolio Manager with Remus Holdings, his private Family Office. Prior to Remus, he was a trader at York Capital, one of the world’s largest and most successful hedge funds. He serves on the Board of Directors with several publicly traded companies and has broad experience researching, investing and trading both equity and fixed income. He provides invaluable capital markets perspective to Bicoastal Wealth Management.

Robert F. Limmer

As Senior Advisor to Bicoastal Wealth Management, Robert brings nearly 40 years of Wealth Management industry experience. He has held senior positions at a number of the largest firms in the industry and provides advise and counsel to Bicoastal on business strategy, client satisfaction and industry trends.

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