As Director of Business Administration, Jerilyn plays a critical role at Coastal Bridge Advisors. She oversees day-to-day operations, implements innovative business solutions, and supports senior leadership in strategic decision-making.

Prior to this position, Jerilyn was Chief Compliance Officer of TrinityPoint Wealth (now Coastal Bridge Advisors) and Compliance Manager and Human Resources Director at Beirne Wealth Consulting for six years.  She also spent nearly 16 years at Evaluation Associates/Mercer Investment Consulting, where she served as an Associate Consultant.

Jerilyn holds a Bachelor’s Degree in Applied Actuarial Mathematics from Bryant College and a MBA in Finance from Sacred Heart University.

Outside of work, Jerilyn is on the Board of Directors and Treasurer for the United Way of Milford, on the Board of Directors and Chair of the Development Committee for the Beth-El Center, and a Trustee for The Boys and Girls Club of Milford.  Jerilyn and her siblings own a coffee and protein shake shop called CappuGino’s in Milford.  Jerilyn lives in Milford, CT with her husband, Michael, and their two sons.