Brian McGann

Trading-Equity at

Beacon Investment Advisory Services, Inc.

Finance

Profile

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.

Brian McGann active positions

Companies	Position	Start
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

All active positions of Brian McGann

Former positions of Brian McGann

Companies	Position	End
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.	Portfolio Manager-Equities	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	-

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Linked companies

Private companies	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