News » Coastal Bridge Promotes Four to Support Growth of Advisory Services

Coastal Bridge Promotes Four to Support Growth of Advisory Services

WESTPORT, CT – 11 October 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 has promoted four staff to more senior roles as part of the firm’s strategic growth plan.

“We’re excited for the new opportunities these promotions will create for our clients and our advisory teams who serve them,” said Jeff Fuhrman, President of Coastal Bridge. “Our firm is dedicated to fostering an environment of growth and personal development while staying true to our goal of delivering exceptional client service.”

Introducing the driving forces behind Coastal Bridge Advisor’s strategic growth:

Julie Streenz – Chief Operating Officer
Julie draws on her extensive experience working in client-facing capacities, as well as her success leading teams with training and mentorship programs. Previously the Director of Advisory Services, she has overseen major improvements that have profoundly impacted Coastal Bridge’s operational procedures. Julie has led initiatives to realign the client services team, standardize best practices and integrate technology for more streamlined operations helping to increase efficiency, accuracy, and business continuity.

Matthew R. Marini, CFP® – Advisor
In a relatively short span of time with Coastal Bridge as Associate Director of Planning, Matt has demonstrated a keen ability to understand client needs while providing tailored, personalized planning solutions. His recommendations are well-founded and have garnered praise for their effectiveness and ability to Uncomplicate it for clients. Matt will now add to his planning activities,
with his new role as Advisor, taking on stewardship for additional clients who will undoubtedly benefit from his experience. Matt is a Certified Financial Planner™ based out of our Westport office.

Nick Zaccour, CRPC® – Director of Family Office Services
Nick’s six-year journey with Coastal Bridge has been nothing short of exemplary. Starting as a Client Service Associate, he moved into a Support Advisor role and eventually became Team Lead. In each role, Nick has showcased his dedication, professionalism, and capability to adapt and excel. His insights into improving our operations and client offerings have been invaluable, and his commitment to enhancing the client experience is exceptional. Nick will bring this wealth of experience to his new role as the firm enhances its family office services.

Bethany Leduc – Support Advisor – Team Lead
Since joining Coastal Bridge, Bethany has consistently proven herself a true stalwart of client service excellence. She has willingly accepted the challenge of a larger role with several key clients and has steadfastly risen to the occasion. She will continue her exemplary work in her new role as Support Advisor – Team Lead, focusing on training programs, technology adoption and continued day-to-day client support.

Since being founded in 2008 with approximately $350 Million in assets under management, Coastal Bridge now has nearly $3 Billion in AUM. The firm is also celebrating 15 years this year as an independent RIA.

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About Coastal Bridge Advisors:
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com. Contact: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.