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Michael Twomey

Director of Operations

Mike joined Coastal Bridge Advisors in the spring of 2018 as Director of Operations. In this role, Mike is responsible for the development, implementation and maintenance of the firm’s integrated wealth management platform.  Mike formerly worked at Dynasty Financial Partners where he was a VP on the Investment team. He was a primary investment contact for the nearly 50 independent RIA’s within the Dynasty network.  Previously, he was an AVP – Portfolio Strategy Consultant at Envestnet Asset Management assisting financial advisors with portfolio construction and implementation.

Mike is a graduate of Georgetown University and lives in Rye, NY with his wife and one year old son.

 

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/