"I adhere to our company motto ‘Uncomplicate It’ and seek to explain intricacies of the global financial markets and planning process in ways that make best sense for the individual client, bringing comprehensive research, disciplined thinking and thoughtful decision making for their benefit."
Brett St. John
Investment Portfolio Strategist, CAIA®
Brett is a passionate and driven investment professional with a ceaseless desire to expand his knowledge and skills. He joined Coastal Bridge Advisors in October of 2021 as an Investment Strategy Associate and was promoted to Investment Portfolio Strategist in December 2022. In his role, Brett is responsible for portfolio construction, asset allocation recommendations and performing due diligence and analysis. Brett is an active member of the Investment Committee.
When asked how he helps clients from the investment side, he says, “Understanding our clients’ needs, goals and risk levels is of paramount importance. Clients have a continuously evolving financial picture and we at Coastal Bridge need to ensure their financial plans evolve alongside them. In doing so, I adhere to our company motto ‘Uncomplicate It” and seek to explain intricacies of the global financial markets and planning process in ways that make sense for the individual client, bringing comprehensive research, disciplined thinking and thoughtful decision making for their ultimate benefit.”
While Brett’s obsession with investing began in high school, his professional career started at Bloomberg working as a Global Equity Data Analyst and then later Voya Financial as an Investment Performance Analyst responsible for the performance calculations for Voya’s retirement and insurance equity books. Immediately prior to joining Coastal Bridge, Brett worked at Fiducient Advisors as a Performance Analyst, generating performance returns and statistics for clients.
Brett is a graduate of the University of Connecticut where he earned a degree in Economics and a minor in Psychology and later earned a Masters in Investment Management and Financial Analysis from Creighton University. He is a CAIA® charter holder and holds a Certificate in ESG Investing from the CFA Institute. Brett resides in Norwalk, Connecticut where he spends his free time playing basketball, golf, snowboarding and continuously staying on top of financial markets while seeking to learn every day.