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 was hired as an Investment Assistant and was shortly thereafter promoted to Senior Investment Service Representative.
Alfonzo resides in Danbury with his wife and young daughter. In his spare time, he loves spending time with his family, traveling, and playing softball and basketball.