News

Coastal Bridge Advisors Welcomes New Support Advisor

Coastal Bridge Advisors Welcomes New Support Advisor

Westport, CT – 17 March 2023 – Coastal Bridge Advisors, a premier bicoastal independent Registered Investment Adviser with locations in Westport, Connecticut, and Los Angeles, California, proudly welcomes Nadine Smith as Support Advisor in Client Operations. Nadine joins the Coastal Bridge team with an impressive 12 years of...

Coastal Bridge Advisors Announces Two New Hires

Coastal Bridge Advisors Announces Two New Hires

WESTPORT, CT – 16 February 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, continues to bolster its client services and planning teams. The firm today announced the addition of two new team members in their...

Coastal Bridge Advisor David James Discusses the Benefits of Alternative Investments

Coastal Bridge Advisor David James Discusses the Benefits of Alternative Investments

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge and inspire listeners. As Bridgeford interviews experts in the trust planning arena, they keep listeners updated on developments regarding modern trust law with practical discussion on the powerful planning opportunities that they believe are available to advisors. Here,...

Coastal Bridge Advisors Strengthens Portfolio Management Team with New Promotion

Coastal Bridge Advisors Strengthens Portfolio Management Team with New Promotion

WESTPORT, CT – 24 January 2023 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, today announced the promotion of Brett St. John, CAIA® to Investment Portfolio Strategist. “We are proud to reward and celebrate our team’s...

Founding Partner Jim Pratt-Heaney featured on CNBC Worldwide Exchange

Founding Partner Jim Pratt-Heaney featured on CNBC Worldwide Exchange

Coastal Bridge Advisors‘ Founding Partner, Jim Pratt-Heaney, CIMA® was interviewed by Contessa Brewer regarding moves to make (and not make) in 2023. Watch the full segment here: https://www.cnbc.com/video/2022/12/21/pratt-heaney-avoid-making-any-major-and-sudden-moves.html Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an...

Coastal Bridge Advisors shortlisted for 2023 Private Asset Management Awards

Coastal Bridge Advisors shortlisted for 2023 Private Asset Management Awards

WESTPORT, CT – December 20, 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce it is a shortlist nominee for the 2023 Private Asset Management (PAM) Awards for category: Best Firm Culture – Small...

Coastal Bridge Advisors Expands Leadership Team with New Role

Coastal Bridge Advisors Expands Leadership Team with New Role

WESTPORT, CT – 13 December 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, today announced the appointment of Nicholas (Nick) Zaccour, CRPC® as Support Advisor – Team Lead. “We’re proud to foster an environment...

Financial Infidelity & Pre-Nup Agreements Podcast with Kimberly Nelson

Financial Infidelity & Pre-Nup Agreements Podcast with Kimberly Nelson

Check out the podcast with Coastal Bridge Advisors’ Kimberly Nelson and David Warren of Bridgeford Trust on “Financial Infidelity” and Pre-Nup agreements. Listen here on SoundCloud. Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the...

Next Entries 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.