Awards

Coastal Bridge Advisors Wins 2024 Best Private Wealth Manager Award for Client Service

Coastal Bridge Advisors Wins 2024 Best Private Wealth Manager Award for Client Service

WESTPORT, CT – February 15, 2024 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Advisor with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce it has been recognized as a top firm by the Private Asset Management Awards (PAM) and With Intelligence,...

Coastal Bridge Advisors shortlisted for 2024 Private Asset Management (PAM) Awards

Coastal Bridge Advisors shortlisted for 2024 Private Asset Management (PAM) Awards

WESTPORT, CT – December 18, 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce it is a shortlist nominee for the 2024 Private Asset Management (PAM) Awards for categories: • Best Firm...

Partner Mike Kazakewich Wins 2023 Five Star Wealth Manager Award

Partner Mike Kazakewich Wins 2023 Five Star Wealth Manager Award

WESTPORT, CT – 6 November 2023 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California – is pleased to announce that Partner/Advisor Mike Kazakewich, the firm’s Director of Planning, has been selected for the Five Star...

Coastal Bridge Advisors Named to AdvisorHub’s Top 100 RIAs to Watch

Coastal Bridge Advisors Named to AdvisorHub’s Top 100 RIAs to Watch

WESTPORT, CT – 24 July 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that firm Advisor Kimberly R. Nelson, CFA®, CDFA®, has been recognized as a Top 100 Advisors to Watch by AdvisorHub, ranking...

Coastal Bridge Advisors shortlisted for 2023 Private Asset Management Awards

Coastal Bridge Advisors shortlisted for 2023 Private Asset Management Awards

WESTPORT, CT – December 20, 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce it is a shortlist nominee for the 2023 Private Asset Management (PAM) Awards for category: Best Firm Culture – Small...

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Advisor with offices in Connecticut and California, is pleased to announce that Founding Partner, Bill Loftus, has been selected as a Five Star Wealth Manager Award winner for 2022. This prestigious accolade recognizes financial professionals for outstanding service and...

Coastal Bridge Advisors Named to CNBC’s FA 100 List

Coastal Bridge Advisors Named to CNBC’s FA 100 List

WESTPORT, CT – 4 October 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut and Los Angeles, California, is pleased to announce the firm has been named to CNBC’s fourth annual FA 100 list for 2022. Of the nearly 15,...

Coastal Bridge Advisors Receives 2021 Best of Westport Award

Coastal Bridge Advisors Receives 2021 Best of Westport Award

Westport Award Program Honors the Achievement WESTPORT April 19, 2021 — Coastal Bridge Advisors has been selected for the 2021 Best of Westport Award in the Financial Institutions category by the Westport Award Program. Each year, the Westport Award Program identifies companies that we believe have achieved exceptional...

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.