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 that prioritizes development within our firm, and we are committed to reinvestment and rewarding our team’s skillsets and talents with opportunities for self-improvement and growth, to elevate our abilities to serve our clients,” explains Coastal Bridge President Jeff Fuhrman. “Nick has played a key role in our firm’s success. His continued leadership will help to advance our clients’ financial goals by establishing trust and credibility through our ‘Uncomplicate It’ approach.”

“I am honored to work in this expanded role as we continue to support our clients’ increasingly complex financial needs while consistently navigating effective solutions to help them realize their personal goals,” said Zaccour.

In his new role as a Support Advisor – Team Lead, Nick works to monitor, guide and motivate client support staff across all functional areas of the Advisory Services team. In addition, he will collaborate with the Director of Advisory Services’ initiatives in building and maintaining a Learning Management System. He will also continue to identify broader training opportunities and lead instructional topics to help consistently develop the firm’s client service model.

Nick joined Coastal Bridge Advisors as a Client Associate in 2017 and quickly transitioned to Support Advisor in 2018. Throughout his tenure with the firm, he has supported all client-related investment activities and assisted the lead advisors in delivering exceptional client service. He graduated from Fordham University with a BS in Finance and holds both a Series 66 License and Chartered Retirement Planning Counselor℠ (CRPC^®) designation.

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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. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. 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: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.

Coastal Bridge Advisors is a SEC registered investment adviser. SEC registration does not constitute an endorsement of Coastal Bridge Advisors by the SEC, nor does it indicate that Coastal Bridge Advisors has attained a particular level of skill or ability. This material prepared by Coastal Bridge Advisors is for informational purposes only.

Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.