News

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.

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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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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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Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs

Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs Westport, CT – July 5, 2018 –  Out of a complete list of 707 Registered Investment Advisors (RIAs), Coastal Bridge was ranked at #130 for the 2018 list, as reported by Financial Advisor Magazine. This is the sixth time …

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Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors Westport, CT – July 3, 2018 – For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors. The firm was …

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A Grand Affair Gala

On March 2nd, Coastal Bridge Advisors attended Near & Far Aid’s 2018 Gala at Mitchell’s of Westport. Look for this and other event photos in the current issue of Westport Magazine, on newsstands now. At last year’s gala, Coastal Bridge was presented the Community Compassion Award by Near & Far Aid. The award recognizes and gives …

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