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 – Client Services. 

With a background in finance and client service and operations, Ryan brings a wealth of experience from his roles as an Enterprise Account Executive at Indeed.com and a Portfolio Management Associate at Morgan Stanley. 

“We are pleased to expand our client support team with the addition of Ryan,” said Jeffrey Fuhrman, President of Coastal Bridge Advisors. “As we continue to prioritize our commitment to ‘Uncomplicate It” to benefit our clients, we are confident he will contribute to our mission of making wealth management more effortless for those we serve.” 

In his new role as a Support Advisor, Ryan will proactively manage and coordinate all aspects of personalized advisor and client support services. He says, “I’m excited to be part of the innovative Coastal Bridge Advisors team and look forward to contributing to our client-centric approach. Helping to uncomplicate financial lives aligns perfectly with my values, and I am honored to join this dynamic team.” 

Ryan’s finance journey began at the University of Connecticut, where he served as the treasurer of the Tau Kappa Epsilon fraternity and earned his bachelor’s degree in economics. He also holds FINRA Series 66 registrations and a CT Life and Health Insurance license. 

With his love of baking, motorcycle riding, and downhill skiing, Ryan exemplifies a zest for life and a passion for improvement in both his professional and personal life. 

As Coastal Bridge Advisors enters the new year with strategic momentum, this addition marks the beginning of further developments in the coming months. The firm remains committed to expanding its team with strategic talent, aiming to enhance its ability to serve clients effectively and uphold a standard of excellence. 

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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 simplifying 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.