Our firm is built on a solid foundation of experience in financial services. Gregg Miles launched his personal practice in 2000, then teamed up with industry veteran James Logue in 2009 to form Miles Logue Financial Group. In 2014, James Logue stepped down from the business.
Gregg and Jim Masur have been working together since 2012. After Jim’s successful transition from 20 years as a trusted corporate CFO to a Personal CFO for individuals and their families, Gregg and Jim joined forces to continue offering personal and business financial strategies to high and ultra-high net
worth clients, renaming their practice to Cross Coastal Advisors (CCA).
We believe that geography should not limit your choice of a financial advisor. Our vision is to build a firm that can address the needs of clients from coast to coast, wherever they may be.
Our client base includes, but is not limited to, business owners, corporate executives, and individuals actively engaged in private equity, hedge funds, venture capital, real estate, real estate private equity and capital markets.
We take pride in being a boutique firm with a unique set of capabilities and a rich talent pool. A hand-selected group of partner firms allows us to further enhance our client experience with additional subject matter specialists and access to deep resources.