Associated tags: Retirement, Financial adviser, Iskandar Coastal Bridge, Financial services, Professional, CBA, Justice, Uncomplicated Firewall
Locations: MEXICO, WESTPORT, CT, CONNECTICUT, NEW YORK CITY, LOS ANGELES, CALIFORNIA
Retrieved on:
Friday, February 16, 2024
Coastal Bridge Advisors received the 2024 PAM Award for Best Private Wealth Manager – Client Service.
Key Points:
- Coastal Bridge Advisors received the 2024 PAM Award for Best Private Wealth Manager – Client Service.
- For more than two decades, the PAM Awards have recognized and celebrated the “best of the best,” top-performing private wealth management industry professionals, wealth advisors, consultants, and other key service providers by acknowledging and highlighting their achievements.
- Coastal Bridge Advisors was also shortlisted for “Best Firm Culture” and “Best Multi-Family Office under $25 Billion.”
In 2023, the firm won an honorable mention for “Best Firm Culture – Small to Medium” sized firms.
- As winner of the 2024 Best Private Wealth Manager – Client Service shortlisted firms, Coastal Bridge Advisors was evaluated based on delivery of client planning and lifestyle objectives, high quality tax and estate services to meet the need of HNW and UHNW clients and top-flight client services demonstrated through client testimonials.
Retrieved on:
Tuesday, October 10, 2023
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Construction The firm has a mission designed to simplify the complexities of wealth management through its " Uncomplicate It " approach.
Key Points:
- The firm has a mission designed to simplify the complexities of wealth management through its " Uncomplicate It " approach.
- Alongside the financial growth achieved by Coastal Bridge Advisors, this milestone also underscores the invaluable contributions made by its dedicated advisors and team members.
- Coastal Bridge Advisors has also become an integral part of the Westport and Los Angeles communities by upholding a steadfast commitment to giving back.
- As Coastal Bridge Advisors looks ahead to the next 15 years, the firm remains committed to delivering individualized wealth management solutions for clients, fostering growth opportunities for teammates, and positively impacting the communities it serves.
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Financial adviser WESTPORT, Conn., July 24, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that firm Advisor Kimberly R. Nelson, CFA®, CDFA®, has been recognized as a Top 100 Advisors to Watch by AdvisorHub, ranking among the top five of all included advisors in 2023.
Key Points:
- "My colleagues and I are dedicated to enhancing the quality of our clients' lives by uncomplicating and articulating their objectives clearly and succinctly to achieve their financial goals.
- The 100 Top RIAs to Watch list assembles efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
- Before working for Coastal Bridge Advisors, she honed her skills at Morgan Stanley, UBS Financial Services, and Oppenheimer and Co.
She is actively involved with Habitat for Humanity both in the U.S. and in Mexico.
- For her work helping others, she received a 2019 Women of Achievement Award from the Century City Chamber of Commerce.
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Financial adviser WESTPORT, Conn., June 5, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that Jeff Kalapos, CFA®, CIMA®, has been promoted to the position of Chief Investment Officer (CIO), effective May 31.
Key Points:
- WESTPORT, Conn., June 5, 2023 /PRNewswire/ -- Coastal Bridge Advisors , a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that Jeff Kalapos , CFA®, CIMA®, has been promoted to the position of Chief Investment Officer (CIO), effective May 31.
- Before joining Coastal Bridge Advisors, Jeff spent the first two years of his career working at Merrill Lynch with Coastal Bridge's predecessors.
- "Not only has Jeff made significant contributions to Coastal Bridge Advisors professionally, but he has also proven himself to be a wonderful person and colleague," said President Jeff Fuhrman .
- Under his guidance, the scope and professionalism of Coastal Bridge Advisors' investment management process has experienced significant advances.
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Marketing WESTPORT, Conn., Oct. 10, 2022 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce the firm has been named to CNBC's fourth annual FA 100 list for 2022. Of the nearly 15,400 state Registered Investment Advisers across the country1, only 100 firms were included in the CNBC 2022 ranking.
Key Points:
- WESTPORT, Conn., Oct. 10, 2022 /PRNewswire/ -- Coastal Bridge Advisors , a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce the firm has been named to CNBC's fourth annual FA 100 list for 2022 .
- Of the nearly 15,400 state Registered Investment Advisers across the country1, only 100 firms were included in the CNBC 2022 ranking.
- That mission has been a big driver behind the CNBC FA 100 list , now in its fourth year.2 The CNBC ranking is based on a proprietary methodology developed in partnership with AccuPoint Data Solutions.
- This award was issued by CNBC on October 04, 2022 for the time period 7/01/2021 through 06/30/2022.This material prepared by Coastal Bridge Advisors ("CBA") is for informational purposes only.
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Marketing WESTPORT, Conn., Aug. 2, 2022 /PRNewswire/ -- Coastal Bridge Advisors, a boutique independent Registered Investment Advisor, is thrilled to announce the addition of veteran marketing leader Deirdre Childs to bolster the firm's strategic growth initiatives.
Key Points:
- WESTPORT, Conn., Aug. 2, 2022 /PRNewswire/ -- Coastal Bridge Advisors , a boutique independent Registered Investment Advisor, is thrilled to announce the addition of veteran marketing leader Deirdre Childs to bolster the firm's strategic growth initiatives.
- "At Coastal Bridge, we seek to provide value to our clients by offering uncomplicated, straightforward and personalized solutions designed around their best interests," said Coastal Bridge President Jeff Fuhrman .
- "We are pleased to welcome Deirdre to Coastal Bridge Advisors and believe her wide range of industry and marketing experiences will serve to enhance our internal capabilities and strengthen our communications with clients, fostering long-term success for both."
- Coastal Bridge Advisors has bolstered its investment, operations and client service teams to address increased service demands.
b'WESTPORT, Conn., April 26, 2021 /PRNewswire-PRWeb/ -- Coastal Bridge Advisors, LLC an independent wealth management firm, today announced it was named as a gold winner of the Website category in the 2020 NYX Awards.\nThe NYX Awards aims to recognize and celebrate innovative and distinctive marketing communications concepts.
Key Points:
- b'WESTPORT, Conn., April 26, 2021 /PRNewswire-PRWeb/ -- Coastal Bridge Advisors, LLC an independent wealth management firm, today announced it was named as a gold winner of the Website category in the 2020 NYX Awards.\nThe NYX Awards aims to recognize and celebrate innovative and distinctive marketing communications concepts.
- Doing this allows our clients to make informed decisions at every step in the process," Coastal Bridge Advisors President Jeffrey Fuhrman said.
- At every step of the way, we want clients to know whether they visit us virtually or in person, we\'re here to help.
- Annually it conducts the Summit Creative Award, the Summit Marketing Effectiveness Award and the Summit Emerging Media Award.
b'WESTPORT, Conn., April 19, 2021 /PRNewswire-PRWeb/ -- Coastal Bridge Advisors, LLC , an independent wealth management firm, today announced it won two awards in the 2020 Summit Marketing Effectiveness Awards : a platinum award for Brand and Logo Redesign in the Redesign/Rebrand category and a silver award for Website Redesign in the Website category.\nCoastal Bridge Advisors earned both awards as part of its " Uncomplicate It " marketing rebrand.
Key Points:
- b'WESTPORT, Conn., April 19, 2021 /PRNewswire-PRWeb/ -- Coastal Bridge Advisors, LLC , an independent wealth management firm, today announced it won two awards in the 2020 Summit Marketing Effectiveness Awards : a platinum award for Brand and Logo Redesign in the Redesign/Rebrand category and a silver award for Website Redesign in the Website category.\nCoastal Bridge Advisors earned both awards as part of its " Uncomplicate It " marketing rebrand.
- Only 7% of submissions to the 2020 Summit Marketing Effectiveness Awards were recognized by a silver, platinum or best of category award.\n"The \'Uncomplicate It\' message is fundamental to our service model" said Coastal Bridge Advisors President Jeffrey Fuhrman.
- The Summit Marketing Effectiveness Award recognizes and rewards companies for innovative and leading-edge creative work that uses strategy and results-based effectiveness to create solutions in today\'s marketplace.\nThe Summit Awards organization was founded in 1994.
- Annually it conducts the Summit Creative Award, the Summit Marketing Effectiveness Award and the Summit Emerging Media Award.
Retrieved on:
Tuesday, February 23, 2021
WESTPORT, Conn., Feb. 23, 2021 /PRNewswire-PRWeb/ -- For the fourth time in five years, Coastal Bridge Advisors has been recognized as a top firm by Private Asset Management (PAM), a leading industry organization focused on recognizing the top performers in the private wealth community.
Key Points:
- WESTPORT, Conn., Feb. 23, 2021 /PRNewswire-PRWeb/ -- For the fourth time in five years, Coastal Bridge Advisors has been recognized as a top firm by Private Asset Management (PAM), a leading industry organization focused on recognizing the top performers in the private wealth community.
- "It's truly an honor for PAM to once again recognize Coastal Bridge Advisors as an industry leader in the private wealth space," said Jeffrey Fuhrman, President of Coastal Bridge Advisors.
- Coastal Bridge Advisors, which has offices in Connecticut and California, won the "Best Private Wealth Manager under $5B" award in 2017 and 2018.
- Please note that Coastal Bridge Advisors' receipt of the award may not be representative of any one client's experience because the award reflects an average of all, or a sample of all, of the experiences of the firm's clients and that Coastal Bridge Advisors' receipt of the award is not indicative of the firm's future performance.
Retrieved on:
Thursday, October 22, 2020
Key Points:
- Supporting the campaign with strong, vivid, aspirational copy and imagery, the firm relaunched its flagship website at http://www.coastalbridgeadvisors.com .
- Jeff Fuhrman, President of Coastal Bridge Advisors, said, "Our rebranding efforts were specifically aimed at communicating our difference from the 17,000+ competitors in the crowded independent financial advisory marketplace.
- The rebrand focused on making the financial services experience easier for our clients, highlighting our promise to 'Uncomplicate It.'
- Under the administration of the International Awards Associate (IAA), the awards are judged by an international panel of professionals.
