Mike Kazakewich

Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange.