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.

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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Custodian Wars (City Wire Magazine)

“In the battle of the custodians, Fidelity and Pershing are top contenders. Which firm has more pulling power?” Click here to read why President Jeffrey Fuhrman and Coastal Bridge Advisors have chosen Bank of New York Pershing as its custodian.

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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Making Strides Against Breast Cancer – 2018 Walk

On Sunday, October 14th, our staff along with their friends and family (two and four-legged) joined together to participate in Westport’s annual Making Strides Against Breast Cancer Walk. The walk aims to raise awareness and funds to save lives from breast cancer. The event raises money to fund innovative research, provide free information and support, …

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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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