Coastal Bridge Advisors CEO and Key Executive Team

• Jeff Fuhrman

  President
• Mike Kazakewich

  Partner, Advisor, Director of Planning
• David James

  Advisor, Managing Director
• Jeff Kalapos

  Director of Investment Services
• Liz Perez

  Director of Compliance
• Julie Streenz

  Director of Advisory Services
• Michael Twomey

  Director of Operations

Source: coastalbridgeadvisors.com, coastalbridgeadvisors.com