Brian Coughlan
Partner, Managing Director at Beacon Pointe Advisors
- Role
- Partner, Managing Director at Beacon Pointe
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Brian Coughlan
How is your IRA invested? Are your investments as tax efficient as possible? Have you…
Experience
Partner, Managing Director
Nov 2014 — Present · Scottsdale, AZ, US
Chair the Macro Economic Committee.Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Finance
1987 — 1992
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA)
1997 — 1999
Arizona State University, W. P. Carey School of Business
Master of Science (MS), Information Management
1997 — 1999
Skills
- Team Leadership
- Asset Allocation
- Banking
- Asset Management
- Risk Management
- Mergers & Acquisitions
- Equities
- Portfolio Management
- Asset Managment
- New Business Development
- Alternative Investments
- Vendor Management
- Business Development
- Wealth Management
- Finance
- Strategic Planning
- Project Management
- Investments
- Relationship Management
- Valuation
- Strategy
- Fixed Income
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