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Matt Wu

Associate Advisor

Matt Wu, an Investment Advisor Representative, is an Associate Advisor at Coastal Bridge Advisors with over 12 years of Private Wealth Management experience. Matt is responsible for supporting all client related investment activities and assisting the lead advisors in the delivery of exceptional service to our clients. Matt holds a Series 66 License.

Prior to Coastal Bridge Advisors, Matt spent several years at Merrill Lynch as a Senior Registered Associate and joined Coastal Bridge Advisors in 2013.

Matt received his B.A. from Bates College in 2003 majoring in Environmental Science.

Matt currently resides in Weston, CT with his wife, Sally, and their two sons. In his spare time Matt enjoys spending time with his family and friends, fly fishing and mountain biking.

Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset Management

Learn More >https://www.coastalbridgeadvisors.com/coastal-bridge-advisors-wins-prominent-industry-award-for-best-private-wealth-manager-under-5b-2/