Brian J. Regan
Directeur en chef des Investissements chez Asset Management Resources LLC
Profil
Mr. Brian J.
Regan is a Portfolio Analyst at Asset Management Resources LLC.
His responsibilities within the firm relate to investment research, portfolio design and implementation.
He has education and experience in portfolio risk management, asset allocation, fixed income security selection, equity security selection, and macro-economic analysis.
In 2010, he started his career at State Street Bank’s Treasury department as a Balance Sheet Consultant for a $110 billion portfolio after completing their highly selective Financial Analyst Rotational Program.
He then moved to EMC Corporation where he managed a $15 billion corporate cash fixed income portfolio generating $110 million in portfolio income.
In addition to the corporate cash portfolio, he maintained the fiduciary responsibilities of EMC for the corporate pension and retirement plans.
Succeeding the Dell acquisition of EMC, he became a Management Consultant and an integral figure in the restructure and sale of Mid States Supply Company, the restructuring and sale of Enersafe, Inc., and the restructuring of a popular toy company.
In each restructuring case, Brian helped to save hundreds of jobs, reclaimed capital for lenders, and maintained value for equity stakeholders.
He received his undergraduate degree from Questrom School of Business and an MBA from Boston College.
He holds a CFA Charter holder.
Postes actifs de Brian J. Regan
Sociétés | Poste | Début |
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Asset Management Resources LLC
Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Directeur en chef des Investissements | 01/06/2020 |
Anciens postes connus de Brian J. Regan
Sociétés | Poste | Fin |
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Winter Harbor LLC
Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Corporate Officer/Principal | 01/08/2017 |
Formation de Brian J. Regan
Boston College | Masters Business Admin |
Questrom School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 2 |
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Winter Harbor LLC
Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Consumer Durables |
Asset Management Resources LLC
Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |