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Michael Caruso

Client Service Associate, ChFC®

Michael (Mike) joined the Coastal Bridge Advisors team in October of 2018 as Client Service Associate. In this capacity, Mike shares in client service responsibilities across our entire client base, working in close proximity to Director of Advisory Services, Emily Clare Fenn.

Prior to Coastal Bridge, Mike spent a 20 year career in the Navy, most recently serving as an Operations Manager for the NSA in San Antonio. Following his military service, Mike worked in loan servicing at Wells Fargo in San Antonio and First County Bank in Stamford, until joining the ranks of RIAs.  He joined Eagle Financial Strategies as a Client Service Representative before spending the last five years at Altium Wealth Management as a Manager of Client Operations.  There, he managed a team of four and was responsible for over 1,100 clients over three custodians.

Mike is a 1998 graduate of National University and earned an MBA from Columbia Southern University. Mike is a Series 65 License holder as well as a Chartered Financial Consultant®.

Mike and his wife currently live in Bronxville. In his free time he enjoys traveling, golf, and spending time with his family.