WESTPORT, CT – 24 January 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, today announced the promotion of Brett St. John, CAIA® to Investment Portfolio Strategist.

“We are proud to reward and celebrate our team’s continued growth and development,” said Coastal Bridge President Jeff Fuhrman. “At Coastal Bridge Advisors, our goal has always been to ‘Uncomplicate It’ for clients, and Brett’s passion and drive to expand his knowledge and skills to help simplify financial lives have undoubtedly contributed to our growth and success. We are happy to recognize Brett and his new role as we believe he will continue to deliver innovative contributions and insight to the firm’s customized investment platform to help benefit our clients.”

Brett joined Coastal Bridge Advisors in October of 2021 as an Investment Strategy Associate. In his new role as Portfolio Strategist, he is tasked with the primary responsibilities of proposing tactical asset allocation recommendations and researching investment managers. He also manages the firm’s portfolio allocations, approved investment lists and continues to support members of the firm’s Investment Committee.

“I’m honored and excited to take on this brand-new role”, he said. “I will take this opportunity to further expand my investment expertise and continue to help our clients achieve an even higher standard of knowledge and service by working with Coastal Bridge.”

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. Additionally, he received a CAIA® certification and is currently working toward the Certificate in ESG Investing from the CFA Institute.

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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.