Henry is the Director of Advisory Services for Coastal Bridge Advisors, where he draws on over 10 years of industry experience working in a client-facing and operational capacities, serving high net worth individuals, institutions, and corporations. His role is clear, he says. “Our Advisory Services team provides critical support to our Advisors and our clients, …
Michael (Mike) joined the Coastal Bridge Advisors team in October of 2018 as a Client Service Associate. In this capacity, Mike shares in client service responsibilities across our entire client base, working closely with Director of Advisory Services, Henry Habgood. When asked how his team supports and cares for its clients, he says, “We strive for …
Christine joined the Coastal Bridge team as a Personal Assistant in August of 2018. In this role, Christine serves a number of administrative and receptionist tasks and provides assistance to our lead and support advisers. With over 25 years of experience in finance as an administrative and personal assistant, office manager, client liaison, operations associate, …
Steve joined Coastal Bridge Advisors in July of 2018 as a Financial Analyst. In this role, he is tasked with the primary responsibilities of generating asset allocation portfolio recommendations and supporting Coastal Bridge Advisors’ investment management activities through manager research, due diligence, and analysis. When asked how he helps clients from the investment side, he says, …
Christopher (Chris) joined Coastal Bridge in August 2018 as a Support Advisor. In this role, he is responsible for assisting the lead advisors in striving to deliver exceptional service to our clients. His experience prior to joining Coastal Bridge includes: Financial Advisor at Merrill Lynch where he focused on business development and new client acquisition; Senior …
Alfonzo joined Coastal Bridge Advisors in March 2018 as Portfolio Administrator. In this role, he is tasked with ensuring that all client portfolios and related requests are administered in an accurate and timely manner. Prior to joining the firm, Alfonzo worked for 11 years at Clarfeld Advisors, a wealth management firm where he was Senior Investment …
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. Although his primary focus is on technology and quantitative analysis, he says it all contributes to the same outcome, that “Coastal Bridge …
Nicholas (Nick) is a Support Advisor at Coastal Bridge Advisors, tasked with supporting all client related investment activities and assisting the lead advisors in the delivery of exceptional service. After joining Coastal Bridge Advisors as a Client Service Associate in 2017, he transitioned to his current role in June of 2018. When asked how his role …
