Judith joins Coastal Bridge Advisors as an experienced client service professional with a background supporting high-net-worth families within wealth management and family office services. She brings a strong foundation in operations, investment-related administration, and relationship coordination, allowing her to support clients with accuracy, care, and an understanding of complex financial structures.

Prior to joining Coastal Bridge Advisors, Judith was responsible for day-to-day client service functions, collaborating with advisors and external partners, and providing comprehensive administrative and financial support to an active private foundation. Her experience in a family office has contributed to her familiarity with sophisticated asset structures, multigenerational planning considerations, and charitable giving activities. Known for her attention to detail, discretion, and thoughtful approach to client service, Judith is committed to supporting a consistent and well-organized client experience.

Judith holds a degree in Business Administration and is a commissioned Notary Public. Outside of the office, she enjoys traveling, gardening, and maintaining an active lifestyle through walking, yoga, tai chi, and a focus on balanced nutrition.