News

Coastal Bridge Advisors Receives 2020 Los Angeles Award

LOS ANGELES July 7, 2020 – Coastal Bridge Advisors has been selected for the 2020 Los Angeles Award in the Financial Institutions category by the Los Angeles Award Program. This marks the third consecutive year that Coastal Bridge Advisors has won the Los Angeles Award in this category and, as a result, has qualified the firm for entry into the Los Angeles Award Program Business Hall of Fame. “The roots of …

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Coastal Bridge Advisors Wins Prominent Industry Award for Best Multi-Family Office Over $2 Billion in Client Assets

Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Wins Prominent Industry Award for Best Multi-Family Office Over $2 Billion in Client Assets Westport, CT – February 25, 2020 – Coastal Bridge Advisors has been named the winner of the 2020 “Best Multi-Family Office Over $2B” by Private Asset Management (PAM), a premier industry organization focused on …

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Coastal Bridge Advisors wins InvestmentNews Best Practices Award

Westport, CT – September 10, 2019 – For the third time, Coastal Bridge Advisors has been recognized by industry new leader InvestmentNews as a 2019 InvestmentNews Best Practices Award winner. The InvestmentNews Best Practices awards recognize top-performing firms that are run by people with a long-term vision for their organizations and an ongoing commitment to improving as well …

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Coastal Bridge Advisors Named to Top 200 of Financial Advisor’s Survey and Ranking of RIAs

Westport, CT – July 30, 2019 – For the sixth year, Financial Advisor’s (FA) Survey and Ranking of RIAs has appointed Coastal Bridge Advisors to its top 200 in the nation with AUM over $1B. “With over 17,000 SEC registered investment advisers currently in existence, we are proud to have been recognized amongst the best,” …

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Coastal Bridge Advisors Receives 2019 Best of Los Angeles Award

Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Receives 2019 Best of Los Angeles Award Los Angeles Award Program Honors the Achievement LOS ANGELES April 23, 2019 — Coastal Bridge Advisors has been selected for the 2019 Best of Los Angeles Award in the Financial Institutions category by the Los Angeles Award Program. Each year, …

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Coastal Bridge Advisors Receives 2019 Best of Westport Award

Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Receives 2019 Best of Westport Award Westport Award Program Honors the Achievement WESTPORT April 16, 2019 — Coastal Bridge Advisors has been selected for the 2019 Best of Westport Award in the Financial Institutions category by the Westport Award Program. Each year, the Westport Award Program identifies …

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The COO Roundtable Podcast (Matt Sonnen of PFI Advisors Interviews Jeff Fuhrman, President of Coastal Bridge Advisors)

President of Coastal Bridge Advisors, Jeff Fuhrman, shares the mic with Matt Sonnen and Anthony Craun, CFA for the inaugural PFI Advisors COO Roundtable podcast. Matt Sonnen: With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a bit of a passion project of …

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CBA Team Leads Finance Class at The University of Texas as Dallas

On January 28, four team members from Coastal Bridge Advisors (Kevin Burns, Bill Loftus, Emily Clare Fenn, and Jeff Kalapos) guest-lead two finance classes for students at The University of Texas at Dallas. The class was inspirational for both teachers and students, and our team was thankful for the experience it provided.