CoverProfile

Brian Coughlan

Managing Director & Partner

Beacon Pointe Advisors

United States, Arizona, Scottsdale

About Me

Brian Coughlan is a Managing Director at Beacon Pointe Advisors (BPA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditat

View more

Profile Information

Managing Director & Partner

Beacon Pointe Advisors

Investment Team,Marketing Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

Sep 17, 2024

Work Experience

Beacon Pointe Advisors

Managing Director & Partner
Nov 2014 - Present
Email: bcoughlan@beaconpointe.com

More profiles to browse

Profile Photo
Julien Frazzo
Deputy Chief Investment Officer
AR
Andrew Reinhardt
Managing Director & Partner
MD
Michael Dow
Chief Investment Officer
CS
Chitra Staley
Managing Director

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management