Michael Caruso
Michael (Mike) joined the Coastal Bridge Advisors team in October of 2018 as Client Service Associate. In this capacity, Mike shares in client service responsibilities across our entire client base, working in close proximity to Director of Advisory Services, Emily Clare Fenn. Prior to Coastal Bridge, Mike spent a 20 year career in the Navy, …
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Christine Pollander
Christine Pollander 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. Christine has over 25 years of experience in finance as an administrative & personal assistant, office manager, client liaison, …
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Steven Morrison
Steven joined Coastal Bridge Advisors in July of 2018 as Financial Analyst. In this role, Steven is tasked with the primary responsibilities of generating asset allocation portfolio recommendations and supporting Coastal Bridge’s investment management activities through manager research, due diligence, and analysis. Steven is a recent graduate of Marist College where he earned degrees in Business …
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Christopher Sceusa
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. Prior to joining Coastal Bridge, Chris was a Financial Advisor at Merrill Lynch where he focused on business development and new client acquisition. …
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Alfonzo Fernandez
Alfonzo Fernandez joined Coastal Bridge 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 Coastal Bridge, Alfonzo worked for eleven years at Clarfeld Advisors, a wealth management firm out of Tarrytown, NY. He …
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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) 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 to our clients. Nick joined Coastal Bridge as a Client Service Associate in 2017 and transitioned to his current role in June of 2018. Prior to …
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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 overseeing 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
Chief Compliance Office and Chief Investment Officer, (CIMA®) Jim is a founding partner 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 compliance with SEC regulation. As Chief Investment Officer and a Certified Investment Manager Analyst (CIMA®), …
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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 business development and the firm’s west coast operation. With a career spanning almost 30 years, Bill began his career at Merrill Lynch in 1986. …
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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 / Advisor / Director of Planning, (CRPC®), (CFP®) Michael (Mike) Kazakewich is a Partner, Advisor, and Director of Planning of Coastal Bridge Advisors with over 20 years’ experience in the wealth management industry. As Director of Planning, Mike is responsible for leading the firms’ customized financial planning efforts with a focus on asset management, concentrated …
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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
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, 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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Jeff Kalapos
Jeff Kalapos is the Director of Investment Services at Coastal Bridge Advisors with over 14 years of experience in the financial services industry. Jeff chairs the Investment Committee at Coastal Bridge and is responsible for overseeing all investment related activities in the firm including opportunity sourcing, diligence, and delivery. He manages the portfolio administration and …
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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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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 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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