AeroLeads people directory · profile
Brian Mcgeough,Cfp® Email & Phone Number
Relationship Manager
at
Chatham Wealth Management
1 work email found
@chathamwealth.com
2 phones found area 973
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager
Location
New York City Metropolitan Area, United States
Company size
Who is Brian Mcgeough,Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Mcgeough,Cfp® is listed as Relationship Manager at Chatham Wealth Management, a with 4 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at chathamwealth.com, phone signal with area code 973, and a matched LinkedIn profile for Brian Mcgeough,Cfp®.
Brian Mcgeough,Cfp® previously worked as Executive Director at William O'Neil + Co. Inc. and Executive Director at Jp Morgan. Brian Mcgeough,Cfp® holds Mba, Finance from Nyu Stern School Of Business.
Company email context
Email format at Chatham Wealth Management
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{first}@chathamwealth.com
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AeroLeads found 1 current-domain work email signal for Brian Mcgeough,Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Equities, Hedge Funds, Capital Markets, Investment Banking, and 25 others.
Current workplace
Brian Mcgeough,Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Chatham Wealth Management
7 roles · 37 years
Brian Mcgeough,Cfp® work experience
A career timeline built from the work history available for this profile.
Relationship Manager
Current
Chatham Wealth Management
Working with individuals, families and trusts delivering comprehensive financial planning and wealth management services to help them reach their personal and financial goals.
Dec 2017 - Present
Executive Director
Feb 2016 - Nov 2017
Executive Director
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.
2011 - 2015
~4 yrs
Us Equity Sales
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.
2009 - 2011
~2 yrs
Executive Director
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.
1996 - 2009
~13 yrs
Sales Executive
Reuters America
1990 - 1996
~6 yrs
3 education records
Brian Mcgeough,Cfp® education
Mba, Finance
Nyu Stern School Of Business
Bachelors Degree, Economics
Villanova University
Education record
Summit High School
FAQ
Frequently asked questions about Brian Mcgeough,Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Mcgeough,Cfp® work for?
Brian Mcgeough,Cfp® works for Chatham Wealth Management.
What is Brian Mcgeough,Cfp®'s role at Chatham Wealth Management?
Brian Mcgeough,Cfp® is listed as Relationship Manager at Chatham Wealth Management.
What is Brian Mcgeough,Cfp®'s email address?
AeroLeads has found 1 work email signal at @chathamwealth.com for Brian Mcgeough,Cfp® at Chatham Wealth Management.
What is Brian Mcgeough,Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 973 for Brian Mcgeough,Cfp® at Chatham Wealth Management.
Where is Brian Mcgeough,Cfp® based?
Brian Mcgeough,Cfp® is based in New York City Metropolitan Area, United States while working with Chatham Wealth Management.
What companies has Brian Mcgeough,Cfp® worked for?
Brian Mcgeough,Cfp® has worked for Chatham Wealth Management, William O'Neil + Co. Inc., Jp Morgan, Macquarie Capital Usa, and Ubs.
Who are Brian Mcgeough,Cfp®'s colleagues at Chatham Wealth Management?
Brian Mcgeough,Cfp®'s colleagues at Chatham Wealth Management include Christy H..
How can I contact Brian Mcgeough,Cfp®?
You can use AeroLeads to view verified contact signals for Brian Mcgeough,Cfp® at Chatham Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Brian Mcgeough,Cfp® attend?
Brian Mcgeough,Cfp® holds Mba, Finance from Nyu Stern School Of Business.
What skills is Brian Mcgeough,Cfp® known for?
Brian Mcgeough,Cfp® is listed with skills including Equities, Hedge Funds, Capital Markets, Investment Banking, Securities, Investments, Fixed Income, and Alternative Investments.
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