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 outstanding leadership and deep knowledge of regulatory matters that are crucial to our firm’s success and growth,” said Founding Partner, Jim Pratt-Heaney of Coastal Bridge Advisors. “From the inception of the firm 16 years ago, I’ve always known that if Liz was involved, she would consistently do what’s best for both our clients and the firm.”

Perez has been an integral member of Coastal Bridge’s compliance team for over 16 years, most recently serving as the Director of Compliance, where she played a critical role in ensuring the firm’s adherence to regulatory requirements and industry best practices. In her new role as CCO, Perez will be responsible for overseeing all compliance-related activities, implementing strategies to mitigate risk, and ensuring that the firm maintains the highest standards of regulatory and legal adherence in an evolving financial landscape. With a keen focus on both proactive and responsive compliance strategies, she will continue to work closely with internal teams, clients, and regulators to maintain the firm’s reputation for integrity and transparency.

“I am deeply honored to officially step into the role of Chief Compliance Officer at Coastal Bridge Advisors. I am committed to building on our firm’s strong compliance culture and to delivering meaningful impact,” said Perez. “It is my privilege to work with our talented team, as we continue to strive to uphold the highest standards of regulatory excellence and client trust.”

About Coastal Bridge Advisors:

Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com.

Contact: Victoria Whitcomb, Marketing Coordinator, at 203-742-5967 or vwhitcomb@coastalbridgeadvisors.com.