News

Coastal Bridge Advisors Promotes Liz Perez to Chief Compliance Officer

Coastal Bridge Advisors Promotes Liz Perez to Chief Compliance Officer

Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce the promotion of Liz Perez to the position of Chief Compliance Officer (CCO), effective (date). “Liz’s promotion to Chief Compliance Officer reflects both her...

Coastal Bridge Advisors Expands Team with New Client Service Support Advisor

Coastal Bridge Advisors Expands Team with New Client Service Support Advisor

WESTPORT, CT – 12 January 2024 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce its newest addition to the team. Ryan Vogel has joined the firm as a Support Advisor –...

David S. James, Coastal Bridge Advisor, quoted in BetterInvesting on Portfolio ratios

David S. James, Coastal Bridge Advisor, quoted in BetterInvesting on Portfolio ratios

Is the classic 60/40 portfolio investment mix in or out in 2024? David James, Advisor and Managing Director at Coastal Bridge Advisors, shared his outlook in a recent BetterInvesting story here: https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:d40ae6f4-b022-3559-98d5-f7e5791ed946 #Investing #WealthManagement #CoastalBridgeAdvisors Disclosure: This material by Coastal Bridge Advisors is for informational purposes...

Coastal Bridge Advisors Welcomes Salesforce Administrator, Adding Innovation to Its Expanding Team

Coastal Bridge Advisors Welcomes Salesforce Administrator, Adding Innovation to Its Expanding Team

WESTPORT, CT – 28 November 2023 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California – is pleased to announce the newest addition to its growing team. Shea Perez has joined the firm as a Salesforce...

Partner Mike Kazakewich Wins 2023 Five Star Wealth Manager Award

Partner Mike Kazakewich Wins 2023 Five Star Wealth Manager Award

WESTPORT, CT – 6 November 2023 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California – is pleased to announce that Partner/Advisor Mike Kazakewich, the firm’s Director of Planning, has been selected for the Five Star...

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

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

WESTPORT, CT – 10 October 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is proud to announce its 15th anniversary serving HNW and UHNW clients with unwavering commitment and dedication. The firm has a mission...

Coastal Bridge Advisors – Los Angeles Celebrates Seven Years Led by David James and Kimberly Nelson, CFA®

Coastal Bridge Advisors – Los Angeles Celebrates Seven Years Led by David James and Kimberly Nelson, CFA®

WESTPORT, CT – 20 September 2023 – Coastal Bridge Advisors, a boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, proudly commemorates seven successful years of leadership in the L.A. office under the guidance of Advisor Kimberly Nelson, CFA®, and Managing Director...

Coastal Bridge Hires Fairfield University Graduate as Investment Services Analyst

Coastal Bridge Hires Fairfield University Graduate as Investment Services Analyst

WESTPORT, CT – 18 September 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce they have hired Michael White as Investment Services Analyst. “We are thrilled that Michael has decided to...

Previous Entries

Copyright © 2026 Coastal Bridge Advisors. All Rights Reserved.

Privacy Policy Professional Designation Disclosures
Important Consumer Disclosures Client Relationship Summary (CRS) Site Map

¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.