News

City Wire – Are advisors returning to the office? It’s complicated

Photograph: Citywire Ltd Andrew Foerch  19 May 2021, 10:30 The pandemic’s impact across industries has been tremendous, with one of the most affected areas being in-person work. After more than a year of working remotely, Coastal Bridge Advisors is returning to the office on June 1. Our President Jeff Fuhrman recently spoke with Citywire RIA about …

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Coastal Bridge Advisors Receives 2021 Best of Westport Award

Westport Award Program Honors the Achievement WESTPORT April 19, 2021 — Coastal Bridge Advisors has been selected for the 2021 Best of Westport Award in the Financial Institutions category by the Westport Award Program. Each year, the Westport Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and …

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Coastal Bridge Advisors Named Gold Winner of NYX Award

WESTPORT, CT – April 26, 2021 – Coastal Bridge Advisors, LLC, an independent wealth management firm, today announced it was named as a gold winner of the Website category in the 2020 NYX Awards. The NYX Awards aims to recognize and celebrate innovative and distinctive marketing communications concepts. Centered around Coastal Bridge Advisors’ commitment to …

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BNY Mellon – Pershing Podcast: Become the Destination for Multigenerational Families

President of Coastal Bridge Advisors, Jeff Fuhrman, joins a panel of banking and wealth management professionals to discuss the significance of driving growth through multigenerational relationships. Hosted by BNY Mellon – Pershing Director Damian Peter, the podcast includes commentary from President of Coastal Bridge Advisors, Jeff Fuhrman, CEO and Managing Partner of Baldwin Brothers LLC, …

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Coastal Bridge Advisors Wins Platinum, Silver Summit Marketing Effectiveness Awards

WESTPORT, CT – April 21, 2021 – Coastal Bridge Advisors, LLC, an independent wealth management firm, today announced it won two awards in the 2020 Summit Marketing Effectiveness Awards: a platinum award for Brand and Logo Redesign in the Redesign/Rebrand category and a silver award for Website Redesign in the Website category. Coastal Bridge Advisors …

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Coastal Bridge Advisors Set To Formally Reopen Its Doors on June 1st

WESTPORT, CT – April 12, 2021– Coastal Bridge Advisors, an independent registered investment adviser, is pleased to announce it will be formally reopening its office on June 1, 2021.  While the firm had originally moved into their new space in late 2019, the onset of COVID-19 forced the team to work remotely. Following this coming Memorial Day, …

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Coastal Bridge Advisors Announces Strategic Relationship with Highmore Group Advisors

WESTPORT, CT – March 23, 2021 – Coastal Bridge Advisors, an independent registered investment adviser, today announced it has deepened its relationship with global alternative asset management firm Highmore Group Advisors to enhance Coastal Bridge’s investment platform for high-net-worth and ultra-high-net-worth clients.  Highmore has been evaluating alternative investment options and providing independent guidance on alternative asset allocations for …

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Coastal Bridge Advisors Wins 2021 Best Private Wealth Manager Award

Firm named repeat winner of highly sought-after PAM Award WESTPORT, CT – February 23, 2021 – For the fourth time in five years, Coastal Bridge Advisors has been recognized as a top firm by Private Asset Management (PAM), a leading industry organization focused on recognizing the top performers in the private wealth community. Coastal Bridge Advisors took home the …

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