Coastal Bridge Advisors (CBA), Waddell & Associates (W&A) and One Charles Private Wealth have merged. The combination creates a combined firm with more than $10 billion in assets under management, measured as of June 30, 2026.
The unified firm, operating under the Coastal Bridge Advisors name, brings together approximately 20 partners and 52 professionals across offices in Charlotte, N.C.; Fort Lauderdale, Fla.; Hingham, Mass.; Los Angeles; Memphis, Tenn.; Milford, Conn.; Nashville, Tenn.; and Westport, Conn.
The combined firm features an expanded, multi-regional leadership team. David Waddell (formerly CEO and chief investment strategist of W&A) serves as CBA’s chairman and chief investment strategist, alongside Kevin G. Burns, CBA’s founder and co-chairman; Jim Betzig, CEO; Mark Dupont, president; and Bill Loftus, chief revenue officer.
