Beacon Trust
Brian McGann, CFA, currently serves as the Executive Managing Director of Investment Strategy at Beacon Trust, a position held since September 2017, where responsibilities include overseeing investment strategy, portfolio management, research, trading, and institutional distribution. Prior to this role, McGann worked at UBS as an Executive Director on a multi-asset class discretionary portfolio management team and spent seven years at HSBC as Senior Vice President/Senior Portfolio Manager, leading the Private Bank's asset allocation platform. Earlier experience includes serving as an Investment Specialist at JP Morgan and as a Portfolio Manager at HSBC Private Bank, where McGann focused on managing investment portfolios and stock selection in the healthcare sector. McGann earned a Bachelor of Science degree in Finance from the University of Delaware between 1985 and 1989.
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Beacon Trust
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.