Meet Your Team

Nicholas (Nick) is the Support Advisor – Team Lead at Coastal Bridge Advisors. He began with the firm in 2017 as a Client Service Associate, and a year later transitioned to his most recent position as Support Advisor. For four years, Nick excelled in this role and was promoted to Team Lead in November 2022.

In his capacity as Team Lead, Nick applies his knowledge and skill to optimize the Advisory Service team’s performance through the development and stewardship of hands-on training programs designed to directly benefit our clients.

Nick provides mentorship and guidance to the Advisory Service team while simultaneously collaborating with the firm’s Advisors and Director of Advisory Services with the aim of delivering exceptional client service. Nick confirms that “we help provide aspects of a virtual family office to our clients, offering portfolio administration to trust and estate planning. Most importantly, we pride ourselves on our accessibility. We are here to make things easier for our clients. That’s how I understand our company motto, ‘Uncomplicate It’. To me, it means making the clients’ financial and (sometimes) their personal lives as seamless as possible.”

Prior to joining Coastal Bridge, Nick spent three years at Snowden Lane Partners, the last year of which he was Senior Client Relationship Manager as part of a $350M AUM unit, serving as a primary contact for their clientele. Before working with Snowden Lane, he spent four years at Merrill Lynch as Client Associate.

Nick graduated from Fordham University with a BS in Finance and holds both a Series 66 License and Chartered Retirement Planning Counselor℠ (CRPC^®) designation. In his free time, Nick likes to travel and enjoys cooking. A native of Southampton, NY, he currently lives in Stamford, CT.

IN THE NEWS

• Coastal Bridge Advisors Expands Leadership Team with New Role