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Sarah Simon

Advisor, JD

Sarah Simon, an Investment Advisor Representative, is an Advisor for Coastal Bridge Advisors where she is responsible for introducing clients and prospective clients to the firm’s portfolio of wealth management services, including family office services, asset management, restricted stock consultation, concentrated stock hedging, lending, alternative investments, charitable planning, retirement plan consulting, and insurance analysis. Sarah also assists with the firms portfolio planning efforts specifically in regards to trust and estate issues.

Prior to Coastal Bridge Advisors, Sarah worked for companies such as Suntrust Robinson Humphrey and Bohmart & Sacks performing financial and legal research and joined Coastal Bridge Advisors in September of 2012.

Sarah received a J.D. from the University of North Carolina School of Law and earned a B.A. in Economics with a minor in Asian Studies graduating in the top 5 percent of her class from the University of North Carolina.

Sarah currently resides in both San Francisco and New York City.  She leads the firm’s business development efforts in the Bay area and works between our Mill Valley, Los Angeles, and Westport offices. In her spare time, Sarah enjoys yoga, traveling and volunteering.