Brian Mcgeough,Cfp®

Brian Mcgeough,Cfp® Email and Phone Number

Relationship Manager @ Chatham Wealth Management
New York, NY, US
Brian Mcgeough,Cfp®'s Location
New York City Metropolitan Area, United States, United States
Brian Mcgeough,Cfp®'s Contact Details

Brian Mcgeough,Cfp® work email

Brian Mcgeough,Cfp® personal email

Brian Mcgeough,Cfp® phone numbers

About Brian Mcgeough,Cfp®

Brian Mcgeough,Cfp® is a Relationship Manager at Chatham Wealth Management. He possess expertise in equities, hedge funds, capital markets, investment banking, securities and 24 more skills.

Brian Mcgeough,Cfp®'s Current Company Details
 Chatham Wealth Management

Chatham Wealth Management

View
Relationship Manager
New York, NY, US
Employees:
4
Brian Mcgeough,Cfp® Work Experience Details
  •  Chatham Wealth Management
    Relationship Manager
    Chatham Wealth Management
    New York, Ny, Us
  • Chatham Wealth Management
    Relationship Manager
    Chatham Wealth Management Dec 2017 - Present
    Working with individuals, families and trusts delivering comprehensive financial planning and wealth management services to help them reach their personal and financial goals.
  • William O'Neil + Co. Inc.
    Executive Director
    William O'Neil + Co. Inc. Feb 2016 - Nov 2017
    Los Angeles, Ca, Us
  • Jp Morgan
    Executive Director
    Jp Morgan 2011 - 2015
    New York, Ny, Us
    Covered clients from the US Equity sales desk ranging from small family offices to hedge funds and large mutual fund companies. Successfully developed senior level relationships resulting in significant market share gains as well as new business opportunities.
  • Macquarie Capital Usa
    Us Equity Sales
    Macquarie Capital Usa 2009 - 2011
    Sydney, Nsw, Au
    Joined Macquarie in the early stage of the build out of the US equity products. Covered large hedge funds as well as large mutual fund companies. Covered NY based accounts as well as Baltimore, New Jersey and Connecticut. Successfully penetrated accounts with our new equity product resulting in a significant increase in revenues.
  • Ubs
    Executive Director
    Ubs 1996 - 2009
    Zurich, Ch
    Worked on the hedge fund team to deliver unique, cross asset solutions to the largest hedge funds in New York City. Also, ran team of 5 equity sales professional with coverage or over 50 accounts. Successfully motivated team to take a holistic approach with accounts providing coverage for several equity related products.
  • Reuters America
    Sales Executive
    Reuters America 1990 - 1996

Brian Mcgeough,Cfp® Skills

Equities Hedge Funds Capital Markets Investment Banking Securities Investments Fixed Income Alternative Investments Mutual Funds Series 7 Series 63 Management Equity Research Portfolio Management Derivatives Financial Services Wealth Management Financial Advisory Asset Management Valuation Equity Derivatives Personal Financial Planning Finance Financial Modeling Bonds Private Banking Us Equities Networking Bloomberg

Brian Mcgeough,Cfp® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • Villanova University
    Villanova University
    Economics
  • Summit High School
    Summit High School

Frequently Asked Questions about Brian Mcgeough,Cfp®

What company does Brian Mcgeough,Cfp® work for?

Brian Mcgeough,Cfp® works for Chatham Wealth Management

What is Brian Mcgeough,Cfp®'s role at the current company?

Brian Mcgeough,Cfp®'s current role is Relationship Manager.

What is Brian Mcgeough,Cfp®'s email address?

Brian Mcgeough,Cfp®'s email address is br****@****hoo.com

What is Brian Mcgeough,Cfp®'s direct phone number?

Brian Mcgeough,Cfp®'s direct phone number is +197388*****

What schools did Brian Mcgeough,Cfp® attend?

Brian Mcgeough,Cfp® attended Nyu Stern School Of Business, Villanova University, Summit High School.

What are some of Brian Mcgeough,Cfp®'s interests?

Brian Mcgeough,Cfp® has interest in Children, Economic Empowerment, Environment, Education, Poverty Alleviation, Human Rights, Arts And Culture, Health.

What skills is Brian Mcgeough,Cfp® known for?

Brian Mcgeough,Cfp® has skills like Equities, Hedge Funds, Capital Markets, Investment Banking, Securities, Investments, Fixed Income, Alternative Investments, Mutual Funds, Series 7, Series 63, Management.

Who are Brian Mcgeough,Cfp®'s colleagues?

Brian Mcgeough,Cfp®'s colleagues are Christy H..

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