"‘Uncomplicate it’ is more than just a motto – it’s a guiding principle that captures our commitment to simplifying the complex world of finance for our clients. It means going beyond numbers and jargon, and helping to ensure that our clients confidently navigate their financial journey."
Michael J. White
Investment Services Analyst
Michael joined the Coastal Bridge Advisors’ Investment team in August 2023 as an Investment Services Analyst. His journey began with a dynamic internship, during which he took on various roles at the firm while pursuing his degree at Fairfield University in Finance and Economics.
Michael’s approach is defined by dedication and a passion for finance and investing. Driven by an unwavering work ethic and a commitment to exceeding expectations, he embodies our core values. “Uncomplicating it” is more than a motto to Michael; it’s a guiding principle that simplifies the intricate world of finance for our clients, allowing them to navigate confidently.
A former lacrosse and basketball Varsity Captain, Michael carries these skills forward and seamlessly applies teamwork, leadership, and resourcefulness to his role. As an analyst, he supports the Investment Committee. As well, Michael delves into complex financial analyses, conducts in-depth investment research, and collaborates on tailored solutions that match each client’s unique needs and goals. Michael’s presence at Coastal Bridge Advisors signifies his journey of growth, dedication, and commitment to our team, striving to help guide our clients toward bright financial futures.
He graduated from Fairfield University in June 2023. Beyond his professional pursuits, he finds home in Branford, CT, where he enjoys basketball, golf, and surfing, along with 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.