Uliana joined the firm in 2018 and serves as an Advisor in our New York and Westport offices. She works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.
- Planning Specialist at Coastal Bridge Advisors
- Portfolio Analyst at Coastal Bridge Advisors
- Client Service Associate at Coastal Bridge Advisors
Education & Credentials
- BS, University of Connecticut – Stamford, Business, Financial Management
- Certified Financial Planner™