OUTGOING. PROBLEM SOLVER. PERSONABLE. SPORTS FAN. DRIVEN. FAMILY ORIENTED.

Adam is a Client Service Analyst at Coastal Bridge Advisors, where he provides responsive, personalized support throughout the client experience. He assists with account administration, client onboarding, and day-to-day service needs, helping ensure every interaction is handled with care, accuracy, and attention to detail.
Adam recently earned his bachelor's degree in finance from Bryant University. He is committed to delivering a seamless client experience and enjoys collaborating with colleagues to support clients as they work toward their financial goals.
Outside of the office, Adam enjoys staying active by going to the gym, skiing, and playing basketball with friends. He is also an avid sports fan and enjoys spending time with friends and family.