As the newest addition to the Client Service team, Smriti Prabhu is dedicated to being a reliable and knowledgeable partner for both clients and advisors, ensuring that every aspect of the financial planning process is managed with precision and care. She strives to deliver a seamless, high-touch experience that supports clients throughout every stage of their financial journey.
Smriti holds a Master’s degree in Finance and Investment Management from Sacred Heart University and a Bachelor’s degree in Financial Markets from Mumbai University. Her professional experience spans investment research, fraud risk analysis, and client-centric financial planning. She has worked with a variety of industry tools and platforms including iCapital, eMoney, and FactSet, equipping her with a strong technical foundation and the ability to navigate complex financial scenarios. She brings a thoughtful and structured approach to her work, driven by a passion for organization, accuracy, and continuous improvement.
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.
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