Iskandar Coastal Bridge

Coastal Bridge Advisors, Independent RIA, Celebrates 15 Years of Uncomplicating Wealth Management

Retrieved on: 
Tuesday, October 10, 2023
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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.

Coastal Bridge Advisors Promotes Jeff Kalapos to Chief Investment Officer

Retrieved on: 
Monday, June 5, 2023
Zoe Kalapos, Professional, Royal Bank of Scotland, MBA, Certification, Iskandar Coastal Bridge, AUM, CBA, Chartered Financial Analyst, RBS, Knowledge, Growth, CIO, Merrill (company), 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.

Coastal Bridge Advisors Named to CNBC FA 100 List

Retrieved on: 
Monday, October 10, 2022
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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.

Coastal Bridge Advisors Hires Director of Marketing

Retrieved on: 
Tuesday, August 2, 2022
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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.