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Liz Perez

Director of Compliance

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 held a variety of positions supporting administration and operations. She went on to work as a Team Manager and later an Office Manager supporting all operational aspects of the client experience.   Prior to Coastal Bridge Advisors, Liz worked with the founding partners at Merrill Lynch and was part of the original breakaway team that formed Coastal Bridge Advisors in 2008.

Liz lives in Bridgeport, Connecticut and enjoys photography and spending time with her dogs.

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/