"We pride ourselves on our accessibility. We are always here to make things easier for our clients."
Support Advisor, CRPC®
Direct Phone: 203-742-5956
Cell Phone: 631-902-5346
Nicholas (Nick) is a Support Advisor at Coastal Bridge Advisors, tasked with supporting all client related investment activities and assisting the lead advisors in the delivery of exceptional service. After joining Coastal Bridge Advisors as a Client Service Associate in 2017, he transitioned to his current role in June of 2018.
When asked how his role helps support clients, he said, “We help provide aspects of a virtual family office to all of our clients, offering expertise from portfolio administration to trust and estate planning. Most important, we pride ourselves on our accessibility. We are always here to make things easier for our clients.
“That’s how I understand our company motto, ‘Uncomplicate It’. To me, it means make the client’s financial and (sometimes) personal life as seamless as possible.”
Prior to joining Coastal Bridge, Nick most recently spent three years at Snowden Lane Partners, the last year of which he acted as a Senior Client Relationship Manager as part of a $350M AUM unit, where he was a primary contact for the client service demands of their clientele. Prior to Snowden Lane, Nick spent four years at Merrill Lynch serving as a Client Associate.
He graduated from Fordham University with a BS in Finance and holds both a Series 66 License and Chartered Retirement Planning Counselor℠ (CRPC®) designation.
In his free time, Nick likes to travel and enjoys cooking. A native of Southampton, he currently lives in Stamford, CT.