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FUNDRAISING NEWS | October 10, 2024

Report: President of Focus Financial Unit Coastal Bridge Steps Down

Tags: Personnel, Financial Advisor Move

Coastal Bridge Advisors’ Jeffrey Fuhrman has exited from his role as partner and president of the Westport, CT-based RIA, per an October 9 report by Citywire.

Fuhrman reportedly left Coastal Bridge, a partner firm of Focus Financial Partners, in September after an 11-year tenure beginning in 2013, when he joined as COO and CFO. He had worked closely with founding partners Kevin Burns, Bill Loftus, and Jim Pratt-Heaney, who launched the firm in October 2008. 

Fuhrman told CityWire he is “looking at a couple different opportunities” following his departure from the firm.

Source.

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