Brogan Asset Management, LLC

Terence Brogan is a financial advisor at Brogan Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wellington Shields & Co., LLC and Brogan Group Equity Research. Brogan Asset Management provides personalized financial planning and discretionary investment management to individual clients, focusing on services such as cash-flow and tax planning, retirement and education funding, estate planning, and ongoing portfolio supervision. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, conducting regular reviews and offering financial planning on an hourly or fixed-fee basis.

Gabriel Freund is a CFA® charterholder with 17 years of industry experience. He is currently with Brogan Asset Management, LLC and previously worked at Welcy Capital Advisors LLC, Amerant Investment, Inc., and Santander Securities, LLC. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management to individual clients, focusing on cash-flow and tax planning, retirement and education funding, and estate planning. The firm uses a disciplined approach incorporating fundamental, technical, and cyclical analysis and serves clients without targeting high-net-worth individuals.

Brian Brogan is a financial advisor with Brogan Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Alden Investment Group, Exemplar Wealth Advisors, and Oppenheimer, as well as founding Brogan Group Investment Advisors. Brogan also serves as an adjunct professor of finance and director of the Institute for Financial Business and Economics at Saint Joseph's University. Brogan Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients. The firm employs a documented investment policy process and combines fundamental, technical, and cyclical analysis to manage portfolios, offering fee-based financial planning without selling commissioned insurance or annuities.