Specializing in high-net-worth and institutional clients, Brian L. Coughlan has 15 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, he has also underwritten municipal bond issues throughout the United States, and is an adjunct 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.
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