Coastal Bridge Advisors Makes Moves to Expand to San Francisco Bay Area, Led by Newly Promoted Advisor, Sarah Simon, JD

Coastal Bridge Advisors looks to expand its operations into the San Francisco Area, led by newly promoted Advisor, Sarah Simon, JD. On September 30, 2017, Sarah Simon made the move to Mill Valley, located just north of the heart of San Francisco, in effort to focus on the growth of the firm in the Bay …

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Coastal Bridge Team Unveils a New Look

New name, new entryway. The team members of Coastal Bridge Advisors usher in a new era with the unveiling of the firm’s NEW front door at its main office in Westport. We can’t wait for you to see it in person!

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LLBH d/b/a Coastal Bridge Advisors Names Jeff Fuhrman President

— Registered Investment Advisor Demonstrates Commitment to Growth with Promotion of Executive to New Leadership Role — Westport, CT – August 1, 2016 – LLBH d/b/a Coastal Bridge Advisors , an independent wealth management firm, has announced the appointment of Jeff Fuhrman as its President. Fuhrman joined LLBH d/b/a Coastal Bridge Advisors in July of …

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Nikki Livosi - Office Manager

LLBH d/b/a Coastal Bridge Advisors Hires Nikki Livolsi, Office Manager for LA Office

 – New teammate to help in the development of West Coast business initiatives –   We are excited to announce the addition of Nikki Livolsi to the LLBH d/b/a Coastal Bridge Advisors family.  Nikki is an Office Manager for LLBH d/b/a Coastal Bridge Advisors based in Los Angeles.  Nikki is responsible for leading the day-to-day …

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Jeff Fuhrman, Chief Operating Officer & Chief Financial Officer at Coastal Bridge Advisors

LLBH d/b/a Coastal Bridge Advisors Enhances Team with Addition of Jeff Fuhrman – New COO/CFO to help lead business as it pursues its next phase of growth

Westport, CT – September 18, 2013 – LLBH d/b/a Coastal Bridge Advisors (“LLBH d/b/a Coastal Bridge Advisors”), an independent wealth management firm with over $1.2 Billion in client assets, is expanding the depth of its team with the appointment of Jeff Fuhrman as its Chief Operating Officer and Chief Financial Officer. Fuhrman will join the LLBH d/b/a Coastal …

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