News » Coastal Bridge Hires Fairfield University Graduate as Investment Services Analyst

Coastal Bridge Hires Fairfield University Graduate as Investment Services Analyst

WESTPORT, CT – 18 September 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce they have hired Michael White as Investment Services Analyst.

“We are thrilled that Michael has decided to continue growing his career with the firm,” said President Jeff Fuhrman. “Professional development is critical to helping our team provide the best services possible to our valued clients. We’re all thrilled to formally welcome Michael to our investment team.”

Michael’s journey with Coastal Bridge Advisors began with a dynamic internship where he took on various roles while pursuing his degree at Fairfield University in Finance and Economics. Driven by an unwavering work ethic and a commitment to exceeding expectations, he embodies Coastal Bridge Advisors’ “Uncomplicate It” approach.

As an Investment Services Analyst, Michael performs complex financial analyses, conducts in-depth investment research and collaborates on tailored solutions that match each client’s unique needs and goals. Additionally, he helps support the firm’s Investment Committee.

“‘Uncomplicate it’ is more than just a motto – and I am proud to be part of a team vested in this guiding principle to help simplify the complex world of finance for our clients,” said Michael. “It means going beyond numbers and industry jargon and striving to ensure that our clients can confidently navigate their financial journey.”

Michael graduated from Fairfield University in May. Beyond his professional pursuits, he finds home in Branford, CT, where he enjoys basketball, golf, surfing, and spending time with his two Golden Retrievers. His passion for the markets keeps him updated on financial news and market trends, deepening his investment acumen.

###

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.