Coastal Bridge Advisors Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future.

Our process is simple, comprehensive, and customized to your unique needs.

We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them.

At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process.

We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process.

Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action.

Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you.

If you would like to discuss our process, we would be happy to speak with you.

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Coastal Bridge Advisors Global Highlights

North America
54

United States Of America
54

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Coastal Bridge Advisors's Leadership

J. K.
Chief Investment Officer
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J. S.
Chief Operating Officer
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B. L.
Founding Partner
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D. W.
Co-Founder And Portfolio Manager
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J. F.
President
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J. P.
Founding Partner
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K. B.
Founding Partner
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M. K.
Partner & Advisor
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Contact profiles from Coastal Bridge Advisors

Name

Title

Contact Info

Location

Last Update

B. L.
Founding Partner
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Nov 13, 2024
D. W.
Co-Founder And Portfolio Manager
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Email
Oct 16, 2024
J. F.
President
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Email
United StatesConnecticut
Nov 13, 2024
J. K.
Chief Investment Officer
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Mobile Phone
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Email
Nov 13, 2024
J. P.
Founding Partner
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Email
United StatesConnecticut
Nov 13, 2024
J. S.
Chief Operating Officer
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United StatesCalifornia
Nov 13, 2024
K. B.
Founding Partner
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Email
United StatesConnecticut
Nov 13, 2024
M. K.
Partner & Advisor
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Email
United StatesConnecticut
Nov 13, 2024
M. K.
Partner
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Email
United StatesCalifornia
Sep 20, 2024
R. S.
Owner
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Email
United StatesNew York
Oct 21, 2024

Frequently Asked Questions

What is Coastal Bridge Advisors known for?

Coastal Bridge Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 54 Wilton Road 1st Floor Westport, CT 06880-4223 US. Explore Coastal Bridge Advisors's company overview page for more information.

What is Coastal Bridge Advisors's most common email format?

Coastal Bridge Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Bridge Advisors email formats with LeadIQ.

How many employees does Coastal Bridge Advisors have currently?

Coastal Bridge Advisors has approximately 33 employees as of June 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Coastal Bridge Advisors's key employees and leadership?

As of June 2024, Coastal Bridge Advisors's key employees include:

Chief Investment Officer: J. K.
Chief Operating Officer: J. S.
Founding Partner: B. L.
Co-Founder And Portfolio Manager: D. W.
President: J. F.

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