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BNY Mellon – Pershing Podcast: Become the Destination for Multigenerational Families

BNY Mellon – Pershing Podcast: Become the Destination for Multigenerational Families

President of Coastal Bridge Advisors, Jeff Fuhrman, joins a panel of banking and wealth management professionals to discuss the significance of driving growth through multigenerational relationships. Hosted by BNY Mellon – Pershing Director Damian Peter, the podcast includes commentary from President of Coastal Bridge Advisors, Jeff Fuhrman, CEO...

Coastal Bridge Advisors Set To Formally Reopen Its Doors on June 1st

Coastal Bridge Advisors Set To Formally Reopen Its Doors on June 1st

WESTPORT, CT – April 12, 2021– Coastal Bridge Advisors, an independent registered investment adviser, is pleased to announce it will be formally reopening its office on June 1, 2021. While the firm had originally moved into their new space in late 2019, the onset of COVID-19 forced the team...

Coastal Bridge Advisors Announces Strategic Relationship with Highmore Group Advisors

WESTPORT, CT – March 23, 2021 – Coastal Bridge Advisors, an independent registered investment adviser, today announced it has deepened its relationship with global alternative asset management firm Highmore Group Advisors to enhance Coastal Bridge’s investment platform for high-net-worth and ultra-high-net-worth clients. Highmore has been evaluating alternative investment options and...

The COO Roundtable Podcast (with Matt Sonnen, Powered by PFI Advisors)

The COO Roundtable Podcast (with Matt Sonnen, Powered by PFI Advisors)

Matt Sonnen: I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms....

Custodian Wars (City Wire Magazine)

Custodian Wars (City Wire Magazine)

“In the battle of the custodians, Fidelity and Pershing are top contenders. Which firm has more pulling power?” Click here to read “Custodian Wars” from City Wire Magazine. In the article, President of Coastal Bridge Advisors, Jeffrey Fuhrman, explains why his firm has chosen to...

Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers (PFI Advisors)

Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers (PFI Advisors)

PFI Advisors (“Pure Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management – namely, a Chief Operating Officer – to manage the day-to-day business...

Coastal Bridge Advisors Celebrates 10 Year Anniversary

Coastal Bridge Advisors Celebrates 10 Year Anniversary

The Fall of 2008, as remembered by many, was a period marked by tremendous financial tumult. It was during this time that we set out to establish our own independent wealth management firm. In the ten years since, not a day has gone by when we are not...

Making Strides Against Breast Cancer – 2018 Walk

Making Strides Against Breast Cancer – 2018 Walk

On Sunday, October 14th, our staff along with their friends and family (two and four-legged) joined together to participate in Westport’s annual Making Strides Against Breast Cancer Walk. The walk aims to raise awareness and funds to save lives from breast cancer. The event raises money to fund...

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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.