Coastal Bridge Advisors
Michael White is an experienced Investment Services Analyst at Coastal Bridge Advisors since February 2022, having previously served as a Private Wealth Management Intern. Prior roles include Bartender at Stony Creek Brewery from March 2020 to August 2023, Membership Services at Silver Sands Beach & Tennis Club from May 2016 to December 2019, and Sales Associate at Achieve Athletics LLC between January 2017 and December 2018. Michael holds a Bachelor's degree in Finance from Fairfield University, obtained in May 2023, and has completed high school education at Cheshire Academy and Branford High School.
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Coastal Bridge Advisors
Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process. Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action. Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you. If you would like to discuss our process, we would be happy to speak with you. The material by Coastal Bridge Advisors is for informational purposes only and not a substitute for personalized investment advice, recommendations, or solicitations of specific securities, strategies, or investment products. Actual economic or market events may differ from those presented. Advisory services are provided by Coastal Bridge Advisors, a registered investment advisor with the SEC. External materials on this site are provided for convenience. Coastal Bridge disclaims responsibility for, and does not control, recommend, or endorse, third-party sites, products, or services, nor their completeness, suitability, or quality.