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. Before joining Merrill Lynch, Chris was a Senior Analyst at Goldman Sachs within their Private Wealth Management division, where he supported a number of teams and worked primarily with UHNW individuals, families, and foundations. Prior to his tenure with Goldman, he was a banker at JPMorgan Chase.
Chris graduated from the University at Albany, SUNY, with a BA in Business Administration and Sociology and currently holds his Series 66 license. Outside of work, Chris spends his spare time playing sports, keeping active, and traveling to new places. He is a native New Yorker and currently resides in the Upper East Side of Manhattan.