Meet Your Team

Nicholas (Nick)  is the Director of Family Office Services at Coastal Bridge Advisors. Nick has showcased his dedication, professionalism, and capability to adapt and excel. His insights into improving our operations have been invaluable, and his commitment to enhancing the client experience is exceptional.

In his capacity directing our Family Office Services, Nick applies his knowledge and skills to optimize the Advisory Service team’s performance through the development and stewardship of hands-on training programs and standards of care designed to directly benefit our valued clients.

Nick provides mentorship and guidance to our virtual family office support team while simultaneously collaborating with the firm’s Advisors 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.

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• Coastal Bridge Advisors Expands Leadership Team with New Role