Profil
Mr. Andrew C.
Brigham is a Co-Founder & Investment Consultant at Coburn Barrett LLC.
Mr. Brigham is responsible for managing investor relations and advising clients on effective wealth management and succession planning strategy.
He is a Board Observer at DiaMed Care SA, a Switzerland-based medical equipment financing platform, and also a Director of Alp Financial, a multi-family office providing diverse financial services for its global clientele.
In 2004, Mr. Andrew Brigham founded Waterline Partners, an innovative wealth management company servicing the complex needs of multi-generational families.
In 2011, Waterline Partners was sold to Northern Trust after which he moved to M Wealth (M Financial Group, a life insurance company based in Portland, Oregon), to create innovative solutions and processes for wealth management.
Prior to starting Waterline Partners, he was a Director of myCFO’s Investment Advisory Department (now the American wealth management unit of BMO Harris Bank, Bank of Montreal affiliate).
Here he established the Capital Markets Group focusing on structured products, hedging, single stock risk management and venture capital distribution management.
He started his career in institutional equity sales and trading, working for Salomon Brothers (Morgan Stanley) and the American securities firm Kidder Peabody (Paine Webber).
He holds a BA in History from the University of California Berkeley.
Postes actifs de Andrew Charles Brigham
| Sociétés | Poste | Début |
|---|---|---|
Coburn Barrett LLC
Coburn Barrett LLC Investment ManagersFinance Coburn Barrett generally pursues a quantitative strategy that combines Global Macro and Global Tactical Asset Allocation methodologies. Their investment approach generally seeks to replicate a slightly leveraged position in a global index representing a broad cross section of liquid, investable securities in world markets. The firm follows a long-term investment philosophy that favors investment holding periods of three years and beyond with the primary objective of long-term capital appreciation of invested assets. | Fondateur | 01/01/1997 |
Formation de Andrew Charles Brigham
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| Entreprise privées | 2 |
|---|---|
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Coburn Barrett LLC
Coburn Barrett LLC Investment ManagersFinance Coburn Barrett generally pursues a quantitative strategy that combines Global Macro and Global Tactical Asset Allocation methodologies. Their investment approach generally seeks to replicate a slightly leveraged position in a global index representing a broad cross section of liquid, investable securities in world markets. The firm follows a long-term investment philosophy that favors investment holding periods of three years and beyond with the primary objective of long-term capital appreciation of invested assets. | Finance |
















