Brian Brogan MS, CMT, CEPA

Financial Educator

Brian Brogan comes from the financial services industry and has been working in the investment arena for over 20 years. Before starting his career at Morgan Stanley Dean Witter, he received his Master’s in Clinical Psychology with a specialization in addiction. He worked for over seven years in the psychiatric field as a therapist and hospital administrator. Throughout Brian’s career, he has blended both the dynamics of psychological principals with technical and fundamental research. This holistic approach served Brian well while working with many different groups of people. This combination lead him to concentrate on the innovative field of Behavioral Finance and apply theory into his practice working with families of wealth and family offices. However, long before he joined the professional world, he was an entrepreneur. At the age of nineteen, Brian encouraged his mother to open the first United States franchise of the Canadian company, The Soapberry Shop, in his Chestnut Hill neighborhood. After his mother passed away, Brian was responsible for running the shop with his two brothers. It was his first exercise in the managing of a family business. After successfully navigating that dynamic, it was only natural that he joined his father to manage, The Brogan Group Investment Research, an IRP that provides institutional investment research. A natural entrepreneur, Brian was not satisfied until he started his own RIA business in 2007 called Brogan Group Investment Advisors, LLC. Brian launched his investment advisory firm, which works and consults with many of the top tier investment firms and created investment portfolios for high net worth families and investment advisors. While working with families of wealth Brian discovered that, most families face challenges around family dynamics and money issues. Utilizing financial therapeutic tools, Brian has helped many families address and overcome common and complex issues, which hinder family legacy. Brian has created a process to engage with multi-generational families to secure legacy assets. As the Director of Family Business initiative at Saint Joseph's University, Brian is able to bring thought leadership to families seeking to learn from the most successful family businesses. Brian also is an adjunct professor of Management, Finance, and Psychology. With his undergraduate degree from The Catholic University of America, and his masters from Chestnut Hill College, coupled with over 20 years in business, Brian looks to add to the discussion around families of wealth and legacy businesses with the Saint Joseph's University community.