RIAs have a COO problem. Outsiders can fix it. (Financial Planning)

Growing advisory firms are increasingly finding themselves in need of chief operating officers, but COOs with an RIA background are hard to find. So more firms are now looking outside the industry for their new hires. “If you decide tomorrow that you need to hire a COO for your RIA, you are not going to find …

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The COO Roundtable Podcast (with Matt Sonnen, Powered by PFI Advisors)

Matt Sonnen: I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry.  This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms.  We plan to highlight operational best practices and …

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Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers (PFI Advisors)

PFI Advisors (“Pure Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management – namely, a Chief Operating Officer – to manage the day-to-day business responsibilities.  Our research details the importance of COOs to …

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Coastal Bridge Advisors Celebrates 10 Year Anniversary

The Fall of 2008, as remembered by many, was a period marked by tremendous financial tumult.  It was during this time that we set out to establish our own independent wealth management firm.  In the ten years since, not a day has gone by when we are not thankful for the trust and support of …

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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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LLBH Announces Name Change to Coastal Bridge Advisors

LLBH Private Wealth Management, an independently registered investment advisor, has today announced a full rebrand and unveiled its new corporate identity. Effective immediately, LLBH will be known as Coastal Bridge Advisors, a name that better illustrates the firm’s steadfast commitment to client relationships and strategies that aim to transcend physical and market-driven barriers. Founding partner, …

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Happy 7th Anniversary LLBH d/b/a Coastal Bridge Advisors!

October, 17, 2015:  Seven years ago we stepped out of Merrill Lynch and into the world of independence where we can truly serve in our clients’ best interest. As we continue our mission of offering the best service to our clients, we want to thank them for their confidence and support, we couldn’t have done …

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A Number One Solution: Bill Loftus talks to Private Asset Management about the firm’s ‘Virtual Family Office’ model

LLBH d/b/a Coastal Bridge Advisors’s virtual family office is a service model offered to clients that encompasses not only investment management but a range of tax, legal, general financial planning and philanthropic services.

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