Mary Orena

Mary Orena is currently an Analyst at Coastal Bridge Advisors, LLC, based in Westport, CT. In her role, she supports client service needs and collaborates with senior financial advisors, contributing analyst work across a range of investment products including stocks, bonds, mutual funds, and other financial instruments. Her responsibilities involve detailed financial analysis and client engagement within the wealth management sector, serving high-net-worth individuals and families.

Mary specializes in the analysis of traditional asset classes such as equities, fixed income, and mutual funds, reflecting her training and work experience from her tenure at UBS Hilton Group, where she gained exposure to private wealth management and held the SIE certification. Her expertise also encompasses client relationship management and the operational aspects of financial advisory services.

She holds a Bachelor of Science in Economics from Salve Regina University, graduating magna cum laude and earning multiple academic distinctions, including the Department of Business and Economics Award for Excellence and the Colonel Gilbert Green Scholarship in Economics for four consecutive semesters. Mary’s achievements highlight a strong foundation in financial services and analytical rigor, underpinned by community involvement such as securing grant funding for the Cliff Walk preservation project in Newport, Rhode Island.