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Stuart McGoogan Location
Charlotte, NC, US
Stuart McGoogan Work
Director @ (January 2025 - Present)
Advisory Board Member @ (March 2026 - Present)
Vice President @ (March 2021 - December 2024)
Associate @ (March 2020 - February 2021)
Associate Director @ (February 2018 - March 2020)
Analyst @ (May 2015 - February 2018)
Client Relationship Associate @ (June 2014 - May 2015)
Stuart McGoogan Education
Wofford College 2010-2014
Charlotte Country Day School 2010
Stuart McGoogan Skills
Investments
Asset Allocation
Financial Analysis
Finance
Valuation
Microsoft Office
Retirement Planning
Mutual Funds
Series 7
Strategic Financial Planning
Equities
Series 63
IRAs
Wealth Management
Relationship Management
ETFs
SQL
Attribution
Bloomberg Terminal
Private Equity
Private Credit
Fundraising
Investor Relations
Capital Management
Strategic Financial
Investment Management
Stuart McGoogan Summary
Stuart McGoogan, based in Charlotte, NC, US, is currently a Director at Capitala Group. Stuart McGoogan brings experience from previous roles at Independent Sponsor News (ISN), Capitala Group and Barings. Stuart McGoogan holds a 2010 - 2014 Wofford College. With a robust skill set that includes Investments, Asset Allocation, Financial Analysis, Finance, Valuation and more. Stuart McGoogan has 2 emails and 1 mobile phone numbers on RocketReach.
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