Advisor
Westport, Connecticut, United States
Contact Info
574 followers
500+ connections
Westport, Connecticut, United States
Contact Info
574 followers
500+ connections
Activity
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Happy Fourth of July from all of us at Coastal Bridge Advisors! Today, as we celebrate the importance of our nation's independence, we extend warm…
Happy Fourth of July from all of us at Coastal Bridge Advisors! Today, as we celebrate the importance of our nation's independence, we extend warm…
Liked by Matthew Marini, CFP®
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Thank you so much! Coastal Bridge Advisors is extremely excited to join the Vanilla platform. This partnership is a fantastic opportunity to enhance…
Thank you so much! Coastal Bridge Advisors is extremely excited to join the Vanilla platform. This partnership is a fantastic opportunity to enhance…
Shared by Matthew Marini, CFP®
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We are excited to welcome Matthew Marini, CFP® and the Coastal Bridge Advisors team to the Vanilla platform. We are honored to support your efforts…
We are excited to welcome Matthew Marini, CFP® and the Coastal Bridge Advisors team to the Vanilla platform. We are honored to support your efforts…
Liked by Matthew Marini, CFP®
Experience
Education
Licenses & Certifications
Languages
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English
Native or bilingual proficiency
More activity by Matthew
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Our Staples High School and Fairfield Ludlowe High School senior internships are coming to an end this week, and we want to thank Luke Oakley and…
Our Staples High School and Fairfield Ludlowe High School senior internships are coming to an end this week, and we want to thank Luke Oakley and…
Liked by Matthew Marini, CFP®
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Congratulations to Liz Perez, who has worked with the Founding Partners at Coastal Bridge Advisors since the inception of the firm in 2008—and five…
Congratulations to Liz Perez, who has worked with the Founding Partners at Coastal Bridge Advisors since the inception of the firm in 2008—and five…
Liked by Matthew Marini, CFP®
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The recent Food Rescue US fundraising event at the Loading Dock in Stamford was nothing short of spectacular! Members of our Coastal Bridge Advisors'…
The recent Food Rescue US fundraising event at the Loading Dock in Stamford was nothing short of spectacular! Members of our Coastal Bridge Advisors'…
Liked by Matthew Marini, CFP®
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Congratulations to Jeffrey Kalapos for achieving this ten-year milestone at Coastal Bridge Advisors. Jeff is our Chief Investment Officer (CIO) and…
Congratulations to Jeffrey Kalapos for achieving this ten-year milestone at Coastal Bridge Advisors. Jeff is our Chief Investment Officer (CIO) and…
Liked by Matthew Marini, CFP®
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We are excited to add Brendan Carr to the Trinity Team! #TechLending #Boston #TRIN
We are excited to add Brendan Carr to the Trinity Team! #TechLending #Boston #TRIN
Liked by Matthew Marini, CFP®
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The Tax Cuts and Jobs Act of 2017 was a milestone, doubling the gift tax exemption from $5 million to $10 million per person and setting it to…
The Tax Cuts and Jobs Act of 2017 was a milestone, doubling the gift tax exemption from $5 million to $10 million per person and setting it to…
Liked by Matthew Marini, CFP®
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Jeffrey Kalapos, CIO at Coastal Bridge Advisors, shares insights on investment opportunities in closed-end funds (CEFs) trading at discounts to NAV…
Jeffrey Kalapos, CIO at Coastal Bridge Advisors, shares insights on investment opportunities in closed-end funds (CEFs) trading at discounts to NAV…
Liked by Matthew Marini, CFP®
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