Making Strides Against Breast Cancer – 2018 Walk

On Sunday, October 14th, our staff along with their friends and family (two and four-legged) joined together to participate in Westport’s annual Making Strides Against Breast Cancer Walk. The walk aims to raise awareness and funds to save lives from breast cancer. The event raises money to fund innovative research, provide free information and support, …

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Vision Magazine: A Client-Fiduciary Bridge Built to Last

Produced by Nick Randall and Written by Neil Cote ~ Coastal Bridge Advisors; A Client-Fiduciary Bridge Built to Last ~ The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big …

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Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs

Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs Westport, CT – July 5, 2018 –  Out of a complete list of 707 Registered Investment Advisors (RIAs), Coastal Bridge was ranked at #130 for the 2018 list, as reported by Financial Advisor Magazine. This is the sixth time …

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Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors Westport, CT – July 3, 2018 – For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors. The firm was …

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A Grand Affair Gala

On March 2nd, Coastal Bridge Advisors attended Near & Far Aid’s 2018 Gala at Mitchell’s of Westport. Look for this and other event photos in the current issue of Westport Magazine, on newsstands now. At last year’s gala, Coastal Bridge was presented the Community Compassion Award by Near & Far Aid. The award recognizes and gives …

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Bloomberg “The Muni-Market’s Terrible, Horrible, No Good, Very Bad Year”

This year is turning out to be one many in the municipal-bond world would rather forget.  Thanks to a federal tax-overhaul that caused a rush to borrow last year and curbed governments’ ability to refinance debt, new bond sales have shrunk by 20 percent, cutting deeply into underwriting fees. Trading is down. Demand has dropped …

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Coastal Bridge Spreads Holiday Cheer from Coast to Coast

This Holiday Season, Coastal Bridge team members in Westport collected household items, clothing, and necessities for a family associated with ASPIRE Family & Children’s Agency in Norwalk, CT. The holiday “elves” of Coastal Bridge shopped for, wrapped, and delivered the gifts to ASPIRE- helping to spread holiday cheer and share the blessings with those in …

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Coastal Bridge Advisors Makes Moves to Expand to San Francisco Bay Area, Led by Newly Promoted Advisor, Sarah Simon, JD

Coastal Bridge Advisors looks to expand its operations into the San Francisco Area, led by newly promoted Advisor, Sarah Simon, JD. On September 30, 2017, Sarah Simon made the move to Mill Valley, located just north of the heart of San Francisco, in effort to focus on the growth of the firm in the Bay …

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