Brian Brogan Email & Phone Number

Adjunct Professor @ College of Charleston

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Brian Brogan Location

Wynnewood, PA, US

Brian Brogan Work

Adjunct Professor @ (April 2026 - Present)
Principal @ The Brogan Group (BGIA) LLC (January 2024 - Present)
Family Office Advisor and Family Governance ~ UHNW families, family businesses, business owners, RIA @ The Brogan Group (July 2009 - Present)
Adjunct Professor of Management ~ Family Business @ (January 2019 - Present)
Adjunct Professor of Finance ~ Behavioral Finance and Technical Analysis @ (August 2018 - Present)
Adjunct Professor of Management ~ Entreprenuership and New Ventures @ (September 2019 - Present)
Director - The Initiative for Family Business and Entrepreneurship @ (September 2017 - March 2021)
Adjunct Professor of Psychology ~ Sport Psychology @ (August 2020 - Present)
Adjunct Professor of Psychology ~ Industrial Organization Psychology @ (January 2020 - Present)
Adjunct Professor @ St. Joseph’s University – Haub School of Business (January 2018 - Present)
Director Initiatives @ St. Joseph’s University – Haub School of Business (January 2017 - January 2021)
Chief Behavioral Officer ~ Sr. Fellow ~ Head of Institute for Family Success @ (January 2021 - January 2024)
Chief Officer @ PNC Private Bank Hawthorn (January 2021 - January 2024)
Principle Chief Investment Officer~ Registered Investment Advisor and Behavioral Finance Coach @ Brogan Group Investment Advisors LLC (April 2008 - March 2021)
Founder @ Brogan Group Investment Advisors, LLC (January 2008 - January 2017)
Vice President Institutional Sales and Analyst @ The Brogan Group Equity Research- A division of Wellington Shields & Co. LLC (January 2003 - January 2008)
Vice President of Business Development @ Wellington & Shields, Co. (January 2003 - January 2008)
Vice President OSJ @ US Allianz Securities (January 2001 - January 2003)
Financial Advisor @ (January 1999 - January 2001)

Brian Brogan Education

Saint Joseph's University
Master of Business Administration - MBA (Finance, General)
2020-2024
Legacy Capitals Academy
Whole Family Advisor (Whole Family Advisor Associate)
2019-2020
Exit Planning Institute
Certified Exit Planning Advisors Program (Succession Planning and Exit Planning for Business Owners and Family Business)
2019-2019
Bloomberg Institute - Bloomberg L.P.
Bloomberg Market Concepts (BMC Bloomberg Markets)
2018-2019
New Your Institute of Finance
Professional Certificate (Risk Management)
2015-2015
Harvard University, John F. Kennedy School of Government
Executive Education (Behavioral Finance & Investment Decision)
2009-2009
Chestnut Hill College
Master of Science (Addictions, Behavioral)
1996-1998
CMT Association
Chartered Market Technician (CMT Association)
2006
St. Joseph Preparatory School
The Catholic University of America
Bachelor of Science (BS) (Dean's List Varsity Soccer Div 1 Rugby)
Malvern Preparatory School
(President of Student Council Captain Varsity Soccer)
Exit Planning Insitute
CEPA (Ceritified Exit Planning Advisor)
2019
The Catholic University of America
Bachelor of Arts (PSYCHOLOGY)

Brian Brogan Skills

Leadership
Investment Advisory
Finance
Financial Planning
Mutual Funds
Financial Modeling
Investments
Financial Advisory
Strategy
Behavioral Finance
Financial Services
Valuation
Asset Management
Financial Analysis
Portfolio Management
Psychology
Risk Management
Wealth Management
Banking
Equities

Brian Brogan Summary

Brian Brogan, based in Wynnewood, PA, US, is currently a Adjunct Professor at College of Charleston. Brian Brogan brings experience from previous roles at The Brogan Group (BGIA) LLC, The Brogan Group and Saint Joseph's University - Erivan K. Haub School of Business. Brian Brogan holds a 2020 - 2024 Master of Business Administration - MBA in Finance, General @ Saint Joseph's University. With a robust skill set that includes Leadership, Investment Advisory, Finance, Financial Planning, Mutual Funds and more. Brian Brogan has 4 emails and 1 mobile phone numbers on RocketReach.