Coastal Bridge Advisors, an investment advisory firm with offices in Westport and Los Angeles, recently promoted Brett St. John to the position of investment portfolio strategist.
St. John joined the firm in October 2021 as an investment strategy associate.
In his new role, St. John’s primary responsibilities include making asset allocation recommendations and researching investment managers. He also manages the firm’s portfolio allocations, approved investment lists and continues to support members of the firm’s investment committee.
St. John has a CAIA (Chartered Alternative Investment Analyst Association) certification and is currently working toward the certificate in ESG Investing from the CFA Institute.
“I’m honored and excited to take on this brand-new role,” St. John said. “I will take this opportunity to further expand my investment expertise and continue to help our clients achieve an even higher standard of knowledge and service by working with Coastal Bridge.”
Coastal Bridge President Jeff Fuhrman said St. John has “passion and drive” to expand his knowledge.
“We are happy to recognize Brett and his new role as we believe he will continue to deliver innovative contributions and insight to the firm’s customized investment platform to help benefit our clients,” Fuhrman said.