Michael Twomey

Mike joined Coastal Bridge Advisors in the spring of 2018 as Director of Operations. In this role, Mike is responsible for the development, implementation and maintenance of the firm’s integrated wealth management platform.  Mike formerly worked at Dynasty Financial Partners where he was a VP on the Investment team. He was a primary investment contact for …

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Nicolette DiMaggio

Nicolette DiMaggio joined Coastal Bridge Advisors as a Client Service Associate in December 2017. In this capacity, Nicolette plays a critical operational role delivering service and care to the clients of the firm. Prior to joining Coastal Bridge, Nicolette was a Relationship Development Analyst at Greenwich Associates where she supported the firm’s buy-side clients. Prior …

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Nicholas Zaccour

Nicholas (Nick) joined Coastal Bridge Advisors as a Client Service Associate in July of 2017. In his role, Nicholas is tasked with any and all operational aspects of client service and providing care that seeks to exceed the expectations of our clients. Prior to joining Coastal Bridge, Nicholas most recently spent three years at Snowden …

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Emily Pollack

Emily Pollack joined Coastal Bridge Advisors in 2017 as a Support Advisor, a role in which she is responsible for assisting the lead advisors in striving to deliver exceptional service to our clients. Prior to Coastal Bridge Advisors, Emily spent nine years at UBS in New York City in its Institutional Equity Sales group where …

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Kevin Burns

Kevin Burns

Kevin is one of four founding partners of Coastal Bridge Advisors with over 30 years’ experience in the financial services industry. He is responsible for leading the firm’s client acquisition efforts as well as managing Coastal Bridge Advisors’ West Coast activities. Kevin is committed to building long-term relationships and helping individuals and their families achieve …

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Jim Pratt-Heaney

Jim Pratt-Heaney

Chief Compliance Office and Chief Investment Officer,  (CIMA®) Jim is one of four founding partners of Coastal Bridge Advisors with over 30 years of experience in the financial services industry.  As Chief Compliance Officer, Jim oversees Coastal Bridge Advisors business operations ensuring all are compliant with SEC regulation.  As Chief Investment Officer and a Certified …

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Bill Loftus

Bill Loftus

Bill is one of four founding partners of Coastal Bridge Advisors.   Bill leads the Corporate Executive Services, Lending and Alternative Investment operations of the firm. Bill is also responsible for overseeing new business development and the management of the firms west coast operation. With a career spanning almost 30 years, Bill began his career at …

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Jeff Fuhrman

Jeff Fuhrman

Jeffrey Fuhrman is the President of Coastal Bridge Advisors.  In this capacity, Jeff is responsible for the human capital, financial management, operations, technology and marketing efforts of the firm. In a career spanning over 20 years, Jeff has held key operational and financial roles across a variety of industries proving successful as an accomplished executive with a record …

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Mike Kazakewich, Partner at Coastal Bridge Advisors

Mike Kazakewich

Partner / Advisor / Director of Planning, (CRPC®), (CFP®) Michael (Mike) Kazakewich is a Partner, Advisor, and Director of Planning Officer of Coastal Bridge Advisors with over 17 years’ experience in the wealth management industry. Acting as Chief Planning Officer, Mike is responsible for leading the firms’ customized financial planning efforts with a focus on asset …

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David James

David joined Coastal Bridge Advisors as Managing Director / Advisor in September of 2016. David came to Coastal Bridge with over 30 years of experience in the financial services industry. He advises wealthy families, large private corporations, their principals, and their advisors. David began his career in 1985 as a Financial Advisor at Merrill Lynch …

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Liz Perez, Director of Compliance and Operations at Coastal Bridge Advisors

Liz Perez

Liz, an Investment Advisor Representative, is the Director of Compliance with over 20 years of experience in the financial services industry. She is responsible for supporting a wide variety of Coastal Bridge operational initiatives and further strengthening and supporting the firm’s compliance program. Liz began her career at PaineWebber, which ultimately became UBS, where she …

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Susie Kowalsky

Susan Kowalsky is an Investment Advisor Representative and acting Senior Client Liaison at Coastal Bridge Advisors with over 30 years’ experience in the financial services industry. Susie is responsible for overseeing the new client on-boarding process. Susie began her Wall Street career in 1983 as a registered sales assistant at Shearson Lehman Brothers. She completed her …

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Emily Clare Fenn

Emily Clare Fenn

Emily Clare, an Investment Advisor Representative, is the acting Director of Advisory Services for Coastal Bridge Advisors with over 7 years of industry experience. Emily is responsible for overseeing all operational aspects of client service and provides exceptional care for our clients. Coming from a teaching background, Emily joined Coastal Bridge Advisors in 2009 bringing …

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Sarah Simon

Sarah Simon, an Investment Advisor Representative, is an Advisor for Coastal Bridge Advisors where she is responsible for introducing clients and prospective clients to the firm’s portfolio of wealth management services, including family office services, asset management, restricted stock consultation, concentrated stock hedging, lending, alternative investments, charitable planning, retirement plan consulting, and insurance analysis. Sarah …

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Kimberly Nelson

Kimberly is an Advisor at Coastal Bridge Advisors. She focuses on client relationships and client service- monitoring trading, portfolio rebalancing, and asset allocation strategies. She also provides advanced financial planning support including assistance with portfolio analysis, income planning, and mortgage financing, working in collaboration with clients’ external advisor network. Prior to Coastal Bridge Advisors, Kimberly …

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Matt Wu

Matt Wu, an Investment Advisor Representative, is an Associate Advisor at Coastal Bridge Advisors with over 12 years of Private Wealth Management experience. Matt is responsible for supporting all client related investment activities and assisting the lead advisors in the delivery of exceptional service to our clients. Matt holds a Series 66 License. Prior to …

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Jeff Kalapos

Jeff Kalapos, an Investment Advisor Representative, is Director of Investment Services at Coastal Bridge Advisors with over 11 years’ experience in the financial services industry. Jeff is responsible for supporting all portfolio planning initiatives and assisting the lead advisors in the delivery of exceptional service to our clients. Jeff is fully registered with Series 7 …

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Nikki Livosi - Office Manager

Nikki Livolsi

Nikki is a Support Advisor for Coastal Bridge Advisors and is based in Los Angeles. Nikki is responsible for supporting all client related activities and assisting the lead advisors in the delivery of exceptional service to our clients. With over ten years of corporate experience, Nikki most recently served as the Director of Arbitrations and …

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Uliana Rymar

Uliana Rymar is a Planning Specialist for Coastal Bridge Advisors and is responsible for overseeing asset allocation. Prior to Coastal Bridge Advisors, Uliana gained experience working at Dialectic Capital Management, a long/short equity hedge fund, where she supported the operations of the firm. Uliana also worked at Tully Health Center as a billing and medical …

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Kim Forcier

Kim Forcier is a Business Operations Administrator for Coastal Bridge Advisors where she is responsible for HR administration, billing, document management, financial analysis and vendor administration. Prior to Coastal Bridge Advisors, Kim worked for Knight Rolleri Shepard (KRS) working with Coastal Bridge Advisors in an outsourced capacity, handling all of the bookkeeping for the firm. …

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Christine Smith

Christine Smith

Christine Smith is an Executive Assistant for Coastal Bridge Advisors where she is responsible for providing administrative support for the firms’ executive team as well as assisting in the support of the overall operations of the firm. Prior to Coastal Bridge Advisors, Christine worked at DRW Trading Group in Chicago, Illinois as an Executive Assistant …

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Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset Management

Learn More >https://www.coastalbridgeadvisors.com/coastal-bridge-advisors-wins-prominent-industry-award-for-best-private-wealth-manager-under-5b-2/