Perfil
Mr. Andrew C.
Brigham is a Co-Founder & Investment Consultant at Coburn Barrett LLC.
Mr. Brigham is responsible for managing investor relations and advising clients on effective wealth management and succession planning strategy.
He is a Board Observer at DiaMed Care SA, a Switzerland-based medical equipment financing platform, and also a Director of Alp Financial, a multi-family office providing diverse financial services for its global clientele.
In 2004, Mr. Andrew Brigham founded Waterline Partners, an innovative wealth management company servicing the complex needs of multi-generational families.
In 2011, Waterline Partners was sold to Northern Trust after which he moved to M Wealth (M Financial Group, a life insurance company based in Portland, Oregon), to create innovative solutions and processes for wealth management.
Prior to starting Waterline Partners, he was a Director of myCFO’s Investment Advisory Department (now the American wealth management unit of BMO Harris Bank, Bank of Montreal affiliate).
Here he established the Capital Markets Group focusing on structured products, hedging, single stock risk management and venture capital distribution management.
He started his career in institutional equity sales and trading, working for Salomon Brothers (Morgan Stanley) and the American securities firm Kidder Peabody (Paine Webber).
He holds a BA in History from the University of California Berkeley.
Cargos activos de Andrew Charles Brigham
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Coburn Barrett LLC
Coburn Barrett LLC Investment ManagersFinance Coburn Barrett LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1998 by Thomas Wehlen, Eleanor Brigham Wehlen and Andrew Brigham. Coburn Barrett provides investment advisory services to GLI Fund LLC, a private open-ended investment fund organized as a Cayman Islands exempted company. | Founder | 01/01/1998 |
Formación de Andrew Charles Brigham.
University of California, Berkeley | Undergraduate Degree |
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Coburn Barrett LLC
Coburn Barrett LLC Investment ManagersFinance Coburn Barrett LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1998 by Thomas Wehlen, Eleanor Brigham Wehlen and Andrew Brigham. Coburn Barrett provides investment advisory services to GLI Fund LLC, a private open-ended investment fund organized as a Cayman Islands exempted company. | Finance |
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