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Brian Brogan

Sr. Fellow ~ Institute for Family Success at PNC Hawthorn
Wynnewood, Pennsylvania, United States
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Brian Brogan

Sr. Fellow ~ Institute for Family Success at PNC Hawthorn
Wynnewood, Pennsylvania, United States
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Brian Brogan is a seasoned wealth strategist, specializing in Behavioral Finance, Investment Strategies, Asset Management, Succession Planning, and Family Offices & Family Enterprises. Along with his academic career as an Adjunct Professor in Behavioral Finance, Technical Analysis, and Family Business ~ Finance & Management, Brian is a Certified Exit Planning Advisor and Chartered Market Technician. He is a Sr. Fellow at Institute for Family Success at PNC Private Bank, Hawthorn, where he assists families of wealth and business owners in strategic succession planning and positive family outcomes. He also worked as a Director of The Initiative for Family Business and Entrepreneurship at Saint Joseph's University, assisting family business owners with family enterprise strategies. Brian holds various degrees including an MBA in Finance, General from Saint Joseph's University, Master of Science in Clinical, Counseling and Applied Psychology from Chestnut Hill College, and Bachelor of Science in Psychology from The Catholic University of America.

This public profile is provided courtesy of Clay. All information found here is in the public domain.