About the Kingsbridge Advisors' Team
Erik Mosholt, CFP®, Director, Chief Investment Officer. Erik is the firm’s senior investment professional and oversees the Group’s investment services. He has over 19 years of investment experience. Prior to joining Kingsbridge Advisors, he was Senior Vice President and Director of Investment Products at AXA Advisors, LLC in New York. He started his career with Prudential Bache in 1990 where his last position prior to joining AXA Advisors was as Vice President, Director of Mutual Fund Advisory Products. He is a Certified Financial Planner® professional and received his B.S. from Boston College in 1990. He lives in Middletown, New Jersey with his wife Lina and two children.
Brad K. Heindel, CFP®, Director of Investment Research. Brad is responsible for investment research and due diligence, portfolio design and implementation. He has broad experience in investment management, asset allocation modeling and financial planning. Prior to joining Kingsbridge Advisors, Brad served as a financial planner for Morgan Stanley and Carnegie Wealth Management. Brad is a Certified Financial Planner® professional and holds a BS in Finance from Bloomsburg University. He currently resides in Newtown, Pennsylvania with his wife Erin and their two children.
Linda Valente, Investment Services Operations Manager. Linda is responsible for the day-to-day operations and processing of our investment management services. Her role includes account opening, implementation, trading, cash allocation, disbursements and customer service. She acts as our liaison with Schwab and our third party money managers, and is responsible for client reporting as well. Linda joined Kingsbridge Advisors in 2005 with more than 10 years of diverse operations and brokerage experience at First Investors Corporation, where she began her career. She resides in Old Bridge, New Jersey with her husband Anthony and daughter.
Susan Haste, Operations Associate. Susan is responsible for assisting the Investment Services Operations Manager with the day-to-day operations and customer service. She has a BA in Business Administration from California State University, Long Beach. Susan lives in Spring Lake Heights, New Jersey with her two children.
Kingsbridge Financial Group, LLC, and Kingsbridge Advisors, LLC, a registered investment advisor, only transact business in states where properly registered, or are excluded or exempted from registration requirements. The fact that a firm is a registered investment advisor does not constitute an endorsement by any securities regulator and it does not indicate that the adviser has attained a particular level of skill or ability.
Many Investment Adviser Representatives (IARs) of Kingsbridge Advisors, LLC, are also registered representatives of AXA Advisors, member FINRA/SIPC.