News » Coastal Bridge Advisors Announces Two New Hires

Coastal Bridge Advisors Announces Two New Hires

WESTPORT, CT – 16 February 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, continues to bolster its client services and planning teams. The firm today announced the addition of two new team members in their Westport headquarters.

“Our clients come to us with complex and challenging financial needs,” says President Jeff Fuhrman. “Our job is to meet their needs with a straightforward, uncomplicated approach. We are pleased to welcome new talent to the Coastal Bridge team, and we believe their accomplishments and experience as individuals and in the industry will help us continue to build quality and trusted relationships with our clients.”

Joining Coastal Bridge:

Nicole Ferguson, Support Advisor – Client Service

A return-to-work candidate, coming back to the workforce after time away to raise a family, Nicole brings over seven years of client service relationship experience from Salomon Smith Barney, today known as Morgan Stanley Wealth Management. She offers honed leadership, management and presentation skills developed during her years of experience in client service – and in daily practice, while managing multiple volunteer and community roles during her financial services career gap.

As a Support Advisor, Nicole will work closely with the firm’s lead Advisors and Financial Planners to manage and meet clients’ needs for success. She is responsible for supporting day-to-day client-related activities while assisting the lead advisors in the delivery of exceptional service. Nicole serves to bridge the gap between client needs and goals, and the firm’s approach to uncomplicating their financial lives.

She received her Bachelor of Science degree in Business Administration and Finance from the University of Connecticut and obtained her Series 9, 10 and 63 certifications during her tenure with Salomon Smith Barney and Tucker Anthony. Nicole remains an active member of the presentation and leadership development group, Toastmasters International.

Matthew R. Marini, CFP® – Associate Director of Planning

Matt brings over 10 years of wealth management experience to Coastal Bridge. Throughout his career, he’s worked with ultra-high net worth clients and has played a key role in growing his group’s assets under management (AUM) by developing key client relationships. Experienced in a variety of markets, he has overseen financial, estate and retirement planning for more than 150 clients. In this new role as Associate Director of Planning, co-directing the firm’s qualitative and quantitative Personalized Planning Process, Matt is tasked with analyzing client finances as well as financial life goals and considerations, advising on strategies to meet and uncomplicate client objectives while building holistic relationships based on mutual trust and respect.

He graduated with a Bachelor of Science degree in Business Management from the Charles F. Dolan School of Business at Fairfield University. Matt received his Certified Financial Planner (CFP®) standard of expertise from the Center for Financial Planning in 2020. In addition, he currently holds his Series 66 license.

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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.

Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.