Brian Mcgann has been working as a Executive Managing Director, Investment Strategy at Beacon Trust since 2017. Moreover, the professional has an employment history at more than nine companies in the relevant field. Brian has a total work experience of 27+ years. Brian Mcgann studied at the Department of Sociology, Lse from 2013 to 2014. Brian Mcgann has the following certificates: Chartered Financial Analyst. Nowadays Brian Mcgann lives in New York, New York region. You can find this person's actual e-mail and phone through Connexy search.
Name variants:
Bryan Mcgann,
Bryant Mcgann
Contact Information
Last Update
Jul 8, 2022
Email
br**@ymail.com, bm**@gwmail.gwu.edu
Location
New York, NY
Company
Workplace
Executive Managing Director, Investment Strategy
Morristown, NJ
Industry
Investment Management, Trust Management Investment Advisory Service Management Consulting Services, Trust, Fiduciary, & Custody Activities
Colleagues
Work History
Executive Managing Director, Investment Strategy
163 Madison Ave, Morristown, NJ 07960
Responsible for investment strategy and deployment, portfolio management, research and trading, and institutional distribution.
from Sep 2017
Executive Director Ag Private Bank
UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking a...
Aug 1, 2015 — Aug 2017
Research Associate
Worked in a team of three analyzing the potential value of two South Korean technology companies looking to enter the U.S. market.
Identified market niches, potential global markets, compe...
May 2013 — Aug 2013
Legislative Intern
Fielded questions/concerns from constituents and relayed them to the Congressman.
Supported the legislative assistant at meetings for the House Financial Services Committee.
Helped the le...
Sep 2012 — Dec 2012
Senior Vice President and Senior Portfolio Manager
Head the Private Bank's asset allocation platform which combines third party equity models and proprietary models in a Unified Managed Account (UMA) structure. Responsibilities include setti...
Apr 2008 — Aug 2015
Investment Specialist
270 Park Ave, New York, NY 10010
Investment Specialist beginning a new location for the JP Morgan Private Bank. Primary responsibilities for soliciting new clientele to the Bank to utilize the investment management platform.
Jul 2007 — Apr 2008
Portfolio Manager
Manage investment portfolios for private bank clientele exclusively with in-house multi-cap core equity strategy. Responsible for stock selection in the healthcare sector. Member of Investme...
1994 — 2006
Education
2013 — 2014
2011 — 2015
2008 — 2008
2007 — 2011
1985 — 1989
Occupations
Executive
Chief Executive Officer
Corporate Executive
Chief Executive
Skills
Portfolio Management
Investments
Equities
Asset Allocation
Wealth Management
Asset Management
Securities
Fixed Income
Relationship Management
Hedge Funds
Investment Strategies
Mutual Funds
Capital Markets
Bloomberg
Investment Management
Strategy
Economics
Alternative Investments
Series 7
Management
Financial Services
Banking
Bonds
Research
Microsoft Office
Powerpoint
Microsoft Excel
Public Speaking
Political Science
Spanish
Analysis
Spss
Data Analysis
FAQs about Brian Mcgann
What's the profession of Brian Mcgann?
This professional's job is Executive Managing Director, Investment Strategy
What are the main profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where does Brian Mcgann live?
New York, New York is the place where Brian Mcgann lives
What is Brian's email?
Brian's email is br**@ymail.com and bm**@gwmail.gwu.edu.
How many companies did Brian Mcgann work at?
Brian Mcgann worked at nine jobs.
What education does Brian Mcgann have?
Brian studied at the Department of Sociology, Lse from 2013 to 2014.
What are the certifications of Brian Mcgann?
Brian Mcgann received the following certifications: Chartered Financial Analyst.
What is professional industry that Brian Mcgann worked in?
This person works in Investment Management industry.