We’re excited to welcome Smriti Prabhu as the newest member of our Client Service team. Smriti brings a thoughtful, organized, and client-first approach to everything she does, and we’re thrilled to have her on board.
With a background in financial planning, investment research, and fraud risk analysis, Smriti has a well-rounded understanding of the financial services landscape. She’s worked with platforms like iCapital, eMoney, and FactSet, and is passionate about delivering high-quality support to both clients and advisors. Her goal is to ensure every step of the financial planning process is smooth, accurate, and handled with care.
Smriti holds a Master’s in Finance and Investment Management from Sacred Heart University, as well as a Bachelor’s in Financial Markets from Mumbai University. She’s dedicated to continuous learning and improvement, and we’re confident she’ll be a fantastic resource and teammate.
Outside the office, she enjoys traveling, immersing herself in new cultures, and keeping a close eye on global financial developments. These interests, combined with her analytical mindset and commitment to excellence, make her a steady and resourceful member of the Client Services team at Coastal Bridge Advisors.
Please join us in giving Smriti a warm welcome!