Eric Passeri

Eric Passeri is Chief Investment Officer – Institutional at Coastal Bridge Advisors, based in New York, NY. In his role, he is responsible for overseeing research and driving the construction of institutional investment portfolios, with a focus on delivering tailored strategies for a diverse client base. His work emphasizes analytical rigor, risk management, and customized solutions aligned with institutional goals.

Eric’s investment expertise spans public equities, fixed income, alternative assets, and private investments, regularly providing guidance on portfolio design for corporations, endowments, and nonprofit organizations. He previously served as Chief Investment Officer and Senior Wealth Advisor at TrinityPoint Wealth, where he managed multi-asset portfolios and advised high-net-worth individuals and families.

He holds a Bachelor’s Degree in Economics from Fairfield University, grounding his advisory approach in solid economic and financial principles. Eric is recognized for his analytical acumen, commitment to fiduciary excellence, and contributions to advancing best practices in institutional investment management.