Awards Archives | Coastal Bridge Advisors

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 …

Coastal Bridge Advisors Wins Gold Medal And Two Silvers For “Uncomplicate It” Financial Marketing Campaign

Among 4,618 entries from 57 countries, firm wins big in the esteemed MUSE Creative Awards WESTPORT, CT – October 22, 2020 – Coastal Bridge Advisors, an independent wealth management firm, announced today that it won multiple marketing awards in the 2020 Muse Creative Awards, winning big in three different categories, including: Website Redesign – Gold …

Coastal Bridge Advisors Wins Gold Medal, Two Silvers, and a Bronze for “Uncomplicate It” Financial Marketing Campaign

Among 4100 entries from 27 countries, firm wins big in the Prestigious Summit Creative Awards WESTPORT, CT – September 14, 2020 – Coastal Bridge Advisors, an independent wealth management firm announced today that it won 4 top marketing awards in the 2020 Summit Creative Awards, winning big in four different categories, including: Financial Marketing – …

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 …

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 …

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 …

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,” …

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, …