Brian Brogan, MS, CMT, CEPA, WFAA

Sales Executive with a strong track record in worldwide sales

Brian Brogan, MS, CMT, CEPA, WFAA

Brian Brogan is a Family Office Advisor and Chief Investment Officer (OCIO) at The Brogan Group. He has over 25 years of experience in the financial industry, specializing in behavioral finance and investment management for institutions, family trusts, financial advisors, and financial intermediaries.1

Key Facts about Brian Brogan:

Founder, Chief Investment Officer, and Registered Investment Advisor at Brogan Group Investment Advisors LLC1
Adjunct Professor of Management and Family Business at Saint Joseph's University1
Chief Behavioral Officer and Senior Fellow at the Institute for Family Success1
Holds a Master of Science (MS) degree in Clinical, Counseling and Applied Psychology from Chestnut Hill College1
Earned the Chartered Market Technician (CMT) designation from the CMT Association1
Certified Exit Planning Advisor (CEPA) and Whole Family Advisor (WFAA)1
Completed the Behavioral Finance & Investment Decision Executive Education program at Harvard University1

Brian Brogan's extensive experience and education in behavioral finance, investment management, and family business make him a valuable advisor for high-net-worth individuals and families seeking to manage their wealth effectively and plan for their future.

Highlights

May 25 · pikefh.com

Brian Allen Brogan Obituary 2022 - Pike Funeral Home

Experience

Sales and Marketing Advisor at bneXt; Strategic Advisor at Tekplanit

Vice President Sales and Global Partner Ecosystems at Panzura (2021 - 2023); Vice President Global Sales, Technology and Cloud Partnerships at Automation Anywhere (2019 - 2020); Vice President of Sales, Cloud Solutions and Embedded Technologies at SAP (2014 - 2019); Vice President Global Sales Channels and Business Development at Openwave Systems (2010 - 2013); Sales, Partners, Channels, Alliances at Dell EMC (2003 - 2009)