Brian Coughlan, MBA, MSIM

Brian Coughlan, MBA, MSIM, is a Partner and Managing Director at Beacon Pointe Advisors in Scottsdale, Arizona. He works with high-net-worth individuals and families to develop personalized investment and financial planning strategies that connect their wealth with their long-term priorities. His approach emphasizes understanding each client’s financial circumstances, family needs, and goals. 

Brian brings more than 20 years of experience in investment management and financial analysis. His background includes managing portfolios for institutional and private clients, underwriting municipal bonds at First Interstate Bank and Wells Fargo Bank, and working in financial forensics at Ernst & Young. This experience gives him a broad perspective on evaluating investment opportunities, managing risk, and navigating complex financial decisions. He is currently a co-chair on Beacon Pointe’s Macroeconomic Committee. Brian also serves on the City of Scottsdale’s Citizens’ Bond Oversight Committee, contributing his financial expertise to the oversight of voter-approved bond projects.

He holds an MBA and a Master of Science in Information Management from Arizona State University’s W. P. Carey School of Business, along with a bachelor’s degree in finance from the University of Arizona. Brian was also a Visiting Professor in the MBA school at the Keller Graduate School of Management, teaching finance, and he is a level 2 CFA candidate.

Outside of work, Brian enjoys golfing, hiking, camping, and spending time with his family.