Coastal Bridge Advisors Announces Key New Hires
WESTPORT, CT – 21 June 2022 – Coastal Bridge Advisors, a boutique independent Registered Investment Advisor, today announced the firm has expanded its staff and enhanced its investment, client service and operational capabilities with the addition of several new team members.
Joining Coastal Bridge are:
- Brett St. John, Investment Strategy Associate
Brett is a focused and driven investment strategy professional consistently expanding his knowledge and skills to benefit the firm’s clients. He supports the Investment Committee and day-to-day operations, develops asset allocation recommendations for client portfolios and performs investment management research, due diligence and analysis.
Brett received his bachelor’s degree in economics with a minor in psychology from the University of Connecticut and a master’s degree in investment management and financial analysis from Creighton University. He earned his CAIA certification and is a CFA Level II candidate.
- Marina Meltz, Client Service Associate
Marina brings more than 20 years of experience to the client service lineup with former roles in finance, family office and advisory services and has a deep understanding of what matters to clients, whether it is work on a transaction or in handling a change occurring in one’s financial life. She is mindful of client needs, their time and experience and is dedicated to providing exceptional service.
Marina received her bachelor’s degree in psychology from Iona College.
- Flavio Sampaio, Client Service Associate
Flavio’s extensive background in client services and financial analysis led him to Coastal Bridge. With a diversified professional background, clients rely on his expertise and ability to navigate many types of requests and scenarios. By focusing on the goal of simplifying the complex, he strives to go above and beyond to deliver white-glove service.
Flavio graduated from Northeastern University, where he received his bachelor’s degree in economics with a minor in business administration.
- Bill Garcia, Operations Strategy Associate
With a passion for leveraging technology and developing systems in financial operations, Bill’s experience supports report implementations, templates and workflow efficiencies that drive value for our clients. He provides action-oriented expertise, accuracy and resourcefulness on everything from data integrity to new processes that meet the needs of each unique client relationship.
Bill received his bachelor’s degree in finance from Western New England University.
“We continue to experience tremendous growth across all service areas. We are beyond thrilled to welcome these new team members to Coastal Bridge as they bring diverse talent and experience to our clients,” said Coastal Bridge President Jeff Fuhrman. “With growing demand for our advisory and planning services, the addition of Brett, Marina, Flavio and Bill was an easy decision for us to reach. We believe their industry acumen and dedicated support equip us to exceed client expectations, address clients’ short- and long-term needs–and imperatively, help our clients uncomplicate their financial lives.”
About Coastal Bridge Advisors
Coastal Bridge Advisors is an independent Registered Investment Advisor founded in 2008 with the aim to provide stellar client service, personalized and sophisticated guidance, as well as coordinated advice delivery. The goal is to “Uncomplicate It” for clients, which means making clear even the most complex concepts in a way that offers the clarity that clients deserve. The firm is focused on helping its clients more clearly plan for retirement, more simply transfer wealth to future generations–and more effortlessly enjoy the lifestyle they want today.
More information about the firm, including its disclosures, can be found at www.coastalbridgeadvisors.com.
Contact: Deirdre Childs, Director of Marketing at 203-683-1530 or email@example.com.