About Us

Our Story

The principals of Eagles Coast met over 20 years ago at Winged Foot Golf Club in Mamaroneck, NY. Both began their respective journeys in the financial world on different paths. One would go on to the competitive world of institutional trading working at Bear Stearns and RBS Greenwich Capital two of the largest trading desks in the world. The other embarked on a career in private wealth management at Morgan Stanley eventually starting his own independent advisor firm and equity trading fund.

Over many years several conversations ensued regarding financial markets and the apparent differences between the retail and institutional world. During that time the two endured the perils of a bear market, recession and ultimate recovery. In the aftermath of the recession, the founders of Eagles Coast recognized a seismic shift in assets from traditional wirehouses to independent RIAs (Registered Investment Advisors) and broker-dealers. The confidence in the old ways and methods of Wall Street have been seriously questioned and the trust in them evaporated.

Eagles Coast is the emergence of an independent financial solutions firm that bridges the world between Wall Street and Main Street by combining the institutional and retail world. Our clearing and custodian partners are chosen to emphasize our focus on best-in-class services.

Eagles Coast Capital, LLC is a licensed broker-dealer and specialized investment bank located in Charleston, South Carolina with a focus on growth capital and strategic advisory services. We specialize in finding buyers and investors for companies with $1 million to $100 million in revenue and strong potential for future growth. Our clients often have market-shifting competitive advantages such as next-generation technology, enhance underserved and underinvested markets, more efficient processes, or customer value propositions that increase the barriers of entry for their competitors.

Eagles Coast Wealth Management, LLC has embraced and implements digital wealth management solutions and cutting-edge wealth tech to enhance the ability of our advisors and clients.

Above all, we conduct our business with integrity and diligence. We look forward to enhancing the lives of those in our community as we bring the world of wealth management into the future.

Our Name: Eagles Coast

Originally from New York, the principals of Eagles Coast make their homes in Charleston, SC never far from the Atlantic shoreline. South Carolina boasts more than 400 nesting pairs of Bald eagles mostly along the coast near waterways and atop enormous nests in craggy pine tops. During the mid-20th century the number of Bald eagles had fallen to just a few dozen birds but thanks to conservation efforts the population has seen a great resurgence. We draw inspiration from the resilience of our national bird and its representation of our country and thus the name Eagles Coast with born.

Meet The Team

Paul S Martin

Chief Executive Officer

CEO

Mr. Martin began his career with Morgan Stanley Global Wealth Management in 2005, spending his first seven years with Morgan Stanley and Bank of America in New York. In 2011, Mr. Martin founded Martin Capital LLC, a NY based RIA. That year he advised on and co founded Dominion Capital Hedge Fund. He maintains a keen understanding of how operational issues impact an institution and has a substantive background in the establishment of registered investment advisory practices, broker/dealers, and hedge funds. Instrumental in assisting executives and their companies streamline operational procedures and develop turnkey solutions. He currently holds FINRA Series 7, 24, 63, 65, 52, and 53* licenses and is an investment advisor registered in the state of South Carolina.

Ilya Falkovich

Chief Investment Officer

CIO

Mr. Falkovich has extensive experience as a credit trader and analyst having worked at Alliance Bernstein and later as a credit trader at Bear Stearns and Senior Credit Trader at RBS. Mr. Falkovich has developed relationships and provided market color and trade ideas to large institutional accounts including but not limited to pension funds, hedge funds, mutual funds, endowments, insurance companies, and sovereign wealth funds. Responsible for defining the firm’s investment philosophy, security selection, portfolio construction, and coordination of portfolio implementation for several SMA strategies. Management of assets under administration utilizing an independent fintech. Implements vigorous due diligence processes with a thorough assessment of financials and evaluates relative market conditions/competitors. Mr. Falkovich graduated from Columbia University with his BA in Mathematics and Economics. He currently holds FINRA Series 4, 7, 24, 28, 63, 65 and 79* licenses.

Igor Falkovich

Chief Compliance Offier

Mike Lazzaro

Investment Banking Associate / Relationship Manager

Allen Tyndall

VP Financial Advisor

Cheryl Blakey

VP Financial Advisor

Karyn Swider

Associate Anaylst

Matthew Fusco

Business Development Associate

Matt Stone

VP Financial Advisor

Matt Stone

VP Financial Advisor

Nathaniel Falck

Business Development Associate