Coastal Bridge Advisors

Matthew Marini is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. Prior to joining Coastal Bridge, he worked at Merrill Lynch for nine years and spent time at Bank of America. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and institutional clients such as trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach with customized planning and diversified portfolio strategies, frequently utilizing third-party managers and affiliated SMA strategies.

Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 13 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. In addition to her advisory role, she is a partner and Chief Administrative Officer at CBA Management Co., LLC. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and institutional clients. The firm emphasizes goal-based planning and fundamental analysis, utilizing third-party managers and separately managed account strategies as part of its diversified portfolio approach.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and has experience in political consulting through his role at Eight Street Consulting Group, where he continues to serve as a general partner assisting in macro strategies. Coastal Bridge Advisors provides financial planning and investment management services primarily to individuals, families, and institutional clients such as trusts and retirement plans. The firm employs a goal-based, fundamental analysis approach and integrates with affiliates within the Focus Financial Partners platform to offer a range of financial solutions including retirement plan consulting and access to private funds.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management and UBS Financial Services. She contributes articles on money and divorce to Forbes. Coastal Bridge Advisors provides financial planning and investment management primarily to individuals, families, and institutional clients, employing a goal-based, fundamental analysis approach with diversified portfolio strategies and integration with affiliated firms within the Focus Financial Partners platform.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Llbh Private Wealth Management and Snowden Lane Partners. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and institutional clients such as trusts, foundations, and ERISA retirement plans. The firm employs a goal-based, fundamental analysis approach and frequently utilizes third-party managers and separately managed account strategies to create diversified portfolios.

James Betzig is a financial advisor with Coastal Bridge Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TrinityPoint Wealth, Beirne Wealth Consulting Services, and Purshe Kaplan Sterling Investments. Coastal Bridge Advisors provides financial planning, consulting, and investment management services to individuals, families, and institutional clients such as trusts, foundations, and retirement plans. The firm employs a goal-based, fundamental analysis approach with customized planning and diversified portfolio strategies, often utilizing third-party and affiliated managers.

William Loftus is a financial advisor at Coastal Bridge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Llbh Private Wealth Management, LLC for 11 years before joining Coastal Bridge Advisors in 2019. He is also a partner in an investment management company and serves as an executive officer for a growth fund focused on capital raising. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and institutional clients. The firm employs a goal-based, fundamental analysis approach and frequently utilizes third-party managers and affiliated separately managed account strategies to create diversified portfolios.

Ines Kasdorf is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. Her prior experience includes roles at Raymond James & Associates, Excel Securities & Associates, and Ashton Thomas Private Wealth. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and institutional clients such as trusts, foundations, and retirement plans. The firm emphasizes a goal-based, fundamental analysis approach with customized financial planning and diversified portfolio management, often utilizing third-party and affiliated external managers.

Lise Robinson is a CFP® professional with 24 years of industry experience, currently serving as a Senior Wealth Advisor at Coastal Bridge Advisors. She previously worked at TrinityPoint Wealth, PURSHE KAPLAN STERLING INVESTMENTS, and Beirne Wealth Consulting Services. Robinson is also a board member of the Milford Rotary, where she assists with fundraising and charitable initiatives. Coastal Bridge Advisors provides financial planning and investment management services primarily to individuals, families, and institutional clients. The firm employs a goal-based, fundamental analysis approach and integrates third-party managers and affiliated strategies as part of its diversified portfolio solutions.

Michael Kazakewich is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Coastal Bridge Advisors since 2009. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals and families, including high-net-worth clients, as well as trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach with customized planning, periodic stress-testing, and diverse portfolio implementation through external managers and separately managed accounts.

Michael Mahoney is a financial advisor with Coastal Bridge Advisors in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Trinity Point Wealth, LLC, Morgan Stanley Distribution, Inc., and Griffin Capital Securities, LLC. Outside of his advisory work, he serves as Treasurer for the American Legion Post 503 and the Brunswick County Chamber of Commerce, and participates on the Investment & Wealth Institute committee and a local homeowners association finance committee. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and entities such as trusts and retirement plans. The firm employs a goal-based, fundamental analysis approach with customized planning, diversified portfolio strategies including third-party and affiliated managers, and offers services including retirement plan consulting and lending solutions.

Dana Mascalo is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. She currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC, affiliated with Coastal Bridge Advisors. Her prior experience includes roles at TrinityPoint Wealth, Purshe Kaplan Sterling Investments, and Beirne Wealth Consulting Services. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and entities such as trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach and integrates with its parent and affiliates in the Focus Financial Partners platform, offering access to a range of specialized financial solutions.

Mary Orena is a financial advisor at Coastal Bridge Advisors with a Series 65 designation. She joined the firm in 2024 and previously worked at UBS - Hilton Group. Her background includes roles outside of finance, such as positions at Salve Regina University and Saloon Grille. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals and families, including high-net-worth clients, as well as to trusts, foundations, ERISA retirement plans, and insurance companies. The firm employs a goal-based, fundamental analysis approach and integrates with affiliates in the Focus Financial Partners platform, offering access to a range of investment and financial solutions.

William Smiley is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He previously worked at TrinityPoint Wealth, LLC and Penland Legacy Advisors. Smiley serves on the board of directors for the Winthrop University Foundation, where he contributes to asset management and board governance. Coastal Bridge Advisors provides financial planning, consulting, and investment management primarily to individuals, families, and institutional clients. The firm employs a goal-based, fundamental analysis approach and frequently allocates assets to third-party and affiliated managers, integrating services through its parent and affiliates within the Focus Financial Partners platform.

David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016 and previously worked at UBS Financial Services from 2011 to 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and entities such as trusts and foundations. The firm employs a goal-based, fundamental analysis approach and integrates resources from its parent and affiliates within the Focus Financial Partners platform.