Jeff Fuhrman, Chief Operating Officer & Chief Financial Officer at Coastal Bridge Advisors

LLBH d/b/a Coastal Bridge Advisors Enhances Team with Addition of Jeff Fuhrman – New COO/CFO to help lead business as it pursues its next phase of growth

Westport, CT – September 18, 2013 – LLBH d/b/a Coastal Bridge Advisors (“LLBH d/b/a Coastal Bridge Advisors”), an independent wealth management firm with over $1.2 Billion in client assets, is expanding the depth of its team with the appointment of Jeff Fuhrman as its Chief Operating Officer and Chief Financial Officer. Fuhrman will join the LLBH d/b/a Coastal …

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RIABiz

How an ex-Merrill team broke free just under the BoA takeover wire and doubled its assets in four post-crash years

Brooke’s Note: It often makes news when a big Merrill Lynch team breaks away to freedom. But the timing of this breakaway is particularly notable as has been its trajectory and the creativity that LLBH d/b/a Coastal Bridge Advisors has brought to bear on behalf of its clients. A case in point: negotiating a credit default swap …

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Fox Business News

Tips for Investing in Today’s Markets

Watch the latest video at video.foxbusiness.com

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Dow Jones

Wealth: Munis, The Fed, and a Bottle of Wine – Dow Jones Wealth Advisor

Some advisors say munis make sense for your portfolio. Featuring LLBH d/b/a Coastal Bridge Advisors Partner, Jim Pratt-Heaney. Veronica Dagher reports.

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The Advocate Greenwich Time

Independence in Aggregate: Former execs pool skills for LLBH d/b/a Coastal Bridge Advisors

As many investors across the country abandon the equity market, the principals of LLBH d/b/a Coastal Bridge Advisors Group Private Wealth Management of Westport are drawn to it. Jim Pratt-Heaney of Weston and three other former executives with Merrill Lynch’s Private Banking and Investment Group in Westport began researching breaking off on their own a year ago.Their decision …

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Fox Business News

LLBH d/b/a Coastal Bridge Advisors–Live on Fox Business News

The four partners are interviewed live by David Asman on Fox Business News. They highlight their excitement about starting their own independent firm, the clients they enjoy serving every day, and their optimism about the future.

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Dow Jones

Street Moves: Merrill Team Sets up Independent Firm

NEW YORK (Dow Jones) A team of financial advisors who managed nearly $1 billion in client assets left Merrill Lynch & Co. (MER) on Friday to set up their own independent firm, according to a spokesman for Pershing LLC, a unit of Bank of New York Mellon Corp. (BK). The team’s departure underscores some financial …

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Fundfire

$1B Merrill Team Bolts to Form Indie Firm

A four-member team running nearly $1 billion in client assets left Merrill Lynch last Friday and on Monday turned on the lights for a new wealth management shop in Westport, Conn. The move is yet another high-profile example of the rising outflow of wirehouse brokerage advisors to the independent wealth channel. Formerly known as the …

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Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset Management

Learn More >https://www.coastalbridgeadvisors.com/coastal-bridge-advisors-wins-prominent-industry-award-for-best-private-wealth-manager-under-5b-2/