Brian L. Coughlan

Partner & Managing Director at Beacon Pointe

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 accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona.


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Beacon Pointe

Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.


Industries

Employees

51-200

Links