Founding Partner, CIMA®
Founding Partner, CIMA®
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 Investment Manager Analyst (CIMA®), Jim oversees the firm’s portfolio of asset allocations and execution of investment strategies as it pertains to performance and risk management.
Prior to Coastal Bridge Advisors, Jim held many executive level positions across many investment firms such as EF Hutton, Smith Barney and Merrill Lynch. In 2008, Jim and his 3 partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.
Jim currently sits on the Advisory Board for Pershing Advisor Solutions and Envestnet. Jim is a contributing author to Worth Magazine and other industry publications. He has also been featured on Fox Business Channel, the Dow Jones Advisor Show and is frequently cited in local and national press.
Jim is a graduate of Marist College with continuing education at The Ohio State University and The Wharton School of Management Center.
Jim lives in Weston, CT with his wife, Susan. When not working Jim loves playing tennis, music, traveling and spending time with his children and their growing families.
Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset ManagementLearn More >https://www.coastalbridgeadvisors.com/coastal-bridge-advisors-wins-prominent-industry-award-for-best-private-wealth-manager-under-5b-2/
For the second year in a row, Coastal Bridge Advisors has been named the winner of the 2018 “Best Private Wealth Manager Under $5B” by Private Asset Management Magazine (PAM).
Westport, CT – February 21, 2018 – Coastal Bridge Advisors, an independent wealth management firm with approximately $2.5 billion in client assets, is proud to announce it has been named the winner of the 2018 “Best Private Wealth Manager Under $5B” by Private Asset Management Magazine (PAM). The PAM Awards recognize top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space across a number of award categories. This is the second time in as many years that Coastal Bridge Advisors has been recognized by PAM with this award.
“Every day our team is hard at work seeking to deliver value-added advice and superior service to our clients,” said Jeff Fuhrman, President of Coastal Bridge Advisors. “While the strongest accolades come from the continued trust and confidence of our clients, we are honored to have earned this prestigious award. It is particularly gratifying to have been recognized for the second year in a row, affirming the continued dedication and contributions of the Coastal Bridge Advisors team.”
In 2017, Coastal Bridge Advisors also won Best Private Wealth Manager Under $5B and in 2014 was the winner of the Best Multi Family Office Overall. The 2018 PAM Awards were presented at its annual awards dinner where Coastal Bridge Advisors was also named as a finalist in the Best Private Wealth Manager for Client Service Under $5B category.
PAM is a leading publication that reports on the wealth management and family office industry. Now in their eighth year, the PAM Awards are judged by an independent panel of industry experts, who evaluate a mixture of qualitative and quantitative performance indicators to select the winners. Judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
About the PAM Awards:
The 2018 and 2017 Award for the Best Private Wealth Manager Under $5B category were determined based on the following criteria:
The 2014 Award for the Best Multi-Family Office Overall was determined based on the following criteria:
PAM does not release statistics on the number of firms competing.
Please note that Coastal Bridge Advisors receipt of the award may not be representative of any one client’s experience because the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients and that Coastal Bridge Advisors’ receipt of the award is not indicative of the firm’s future performance.