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Profil
Mr. Brian McGann, CFA, is an Executive Managing Director & Head of Investment Strategy at Beacon Investment Advisory Services, Inc. In this role, he is responsible for investment strategy and deployment, portfolio management, research and trading, and institutional distribution.
Prior to joining Beacon Trust in September 2017, Mr. McGann was an Executive Director and Head of multi-asset class investment solutions at the UBS Private Bank in New York.
He has over 25 years of experience in the financial services industry and has held senior investment positions at HSBC, JPMorgan and Marine Midland Bank.
Mr. McGann received his B.S.
in Financial Management from the University of Delaware in 1989.
He earned the Chartered Financial Analyst Charter in 2001 and is a member of the CFA Institute and the New York Society of Securities Analysts.
Postes actifs de Brian McGann
| Sociétés | Poste | Début |
|---|---|---|
Beacon Investment Advisory Services, Inc.
 Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Trading-Equity | 01/09/2017 |
Anciens postes connus de Brian McGann
| Sociétés | Poste | Fin |
|---|---|---|
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Gestionnaire de Portefeuille-Actions | 01/04/2007 |
Tirschwell Loewy & Friedner Investments
 Tirschwell Loewy & Friedner Investments Investment ManagersFinance TLFI’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Finance |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Trust’s portfolio program seeks to provide clients with access to several investment strategies in a variety of asset classes. Their approach aim to maximize the liquidity, transparency, tax efficiency, and adaptability of its portfolios while preserving wealth and delivering attractive return potential. Rather than focus on traditional asset allocation techniques, the firm diversifies across risk exposures and places risk first in building client portfolios. | Finance |
Tirschwell Loewy & Friedner Investments
Tirschwell Loewy & Friedner Investments Investment ManagersFinance TLFI’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Finance |
