Martin Coughlan

Martin Coughlan, CFA, CAIA is the Founder of Acclinate LLC, which he established in 2019. After working in the investment management industry for over twenty years, Martin launched Acclinate to provide services and solutions to asset and wealth management firms in the areas of strategy, distribution, operational optimization, and technology.

Martin’s experience across the investment, distribution, operations, and business management functions provides him with a differentiated perspective on how the exponential change occurring in the investment industry will impact participants. Prior to starting his own business, he spent his career working in the U.S., Europe, and Asia for investment firms including Bank of Ireland Asset Management, Calamos Investments, Westwood Management, and Aegon Asset Management.

As part of his business, Martin sources, qualifies, and invests in asset and wealth management focused fintechs. He also provides advisory resources to these firms to facilitate their growth and capital needs.