Jeff is the President of Coastal Bridge Advisors. In this capacity, he is responsible for delivering the entire suite of services for our clients, including but not limited to – advisory, investments, planning, compliance, operations, finance and marketing. In a career spanning over 25 years, Jeff has held key operational and financial roles across a variety of industries, proving successful as an accomplished executive with a record of leading organizations to perform beyond expectations. In his role as President, he says he uses this experience “to help our clients navigate and coordinate the dizzying array of attorneys, accountants, insurers and even other family advisors, each offering solutions for various issues and needs.”
Listen to this insightful RIA episode with Jeff Fuhrman about Coastal Bridge Advisors.
Here is what to expect on this week’s show:
- How Jeff got started in the industry in the first place.
- How he’s been able to attract and retain such great talent during the pandemic.
- Some of the biggest lessons he’s learned along the way!
Connect with Jeff:
Guest Links:
Website- https://coastalbridgeadvisors.com/team/jeff-fuhrman
LinkedIn- https://www.linkedin.com/in/jeffrey-fuhrman
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