About Global Bridge

Your Path To Greater Profits

GlobalBridge is a unique financial services provider aimed at helping clients enhance profits through innovative technologies, investment product offerings and back office support.

Founded in 2000, GlobalBridge has become a trusted partner for banks, registered investment advisors and other institutions looking to gain access to high quality institutional portfolio management; enhance investment performance reporting capabilities; and reduce back office costs.

Here's How:

GlobalBridge gives you access to institutional portfolio management; consolidated performance reporting from multiple custodians; connectivity to most portfolio accounting systems and trust accounting systems; and connectivity to most bank and broker custodians. We offer you best execution of transactions, rigorous manager selection and due diligence, and timely research reports. The result is you gain a competitive edge to get or retain clients, and a path to greater profits.

Make GlobalBridge Your Path to Greater Profits.

Management Team

SENIOR MANAGEMENT

Kelly Thomas Coughlin

Kelly Thomas Coughlin

ktc@globalbridge.com
Chairman and CEO

Mr. Coughlin has worked for over 20 years in the financial services industry. He has six years of experience on the sell-side, including Merrill Lynch and US Bancorp Piper Jaffray; six years on the consulting-side including PricewaterhouseCoopers and Risk Analytics; and eight years on the buy-side, including two asset management subsidiaries of Lloyds Bank, one in London and one in Minneapolis. Mr. Coughlin has an MBA from Babson College in Wellesley, MA; and a B.A. from Gonzaga University in Spokane, WA. He studied Russian at Middlebury College, Monterey, CA campus (Monterey Institute) and accounting at the University of Minnesota. He is a Certified Public Accountant (CPA) and a member of the AICPA and its consulting division.

Benjamin Avis

Benjamin Avis

ben@globalbridge.com
Chief Operating Officer

Mr. Avis is responsible for developing the strategic plan to maximize all efficiencies that are integral to the successful day to day operation of GlobalBridge. He has extensive experience in multiple trading, portfolio accounting and settlements systems and plays an integral part in the implementation of technological advancements within the company. He was formerly an institutional trader at Fisher Investments in San Francisco before joining GlobalBridge in 2003. Mr. Avis holds a B.S. degree in Finance from Iowa State University and has passed the Series 7 and 63 examinations.

Mary McMahon

Mary McMahon

mrm@globalbridge.com
Managing Director of Relationship and Chief Compliance Officer

Ms. McMahon joins GlobalBridge with over 20 years experience in trust and estate planning. She studied law at Cambridge College, Cambridge England and received both her Juris Doctorate and a Masters of Laws degree (LL.M.) in taxation from William Mitchell College of Law. Ms. McMahon has been in private practice, focusing on Trusts and Estate Planning, worked in trust administration and new business development at American Bank and Trust Company, taught Trusts and Estates as an Adjunct Law Professor at William Mitchell College of Law, and most recently, ran the Personal Trust Department at Piper Trust Company. Ms. McMahon has presented at CLE sessions and co-authored The Trust Handbook, Professional Education Systems, Inc.

Paul H. Perseke

Paul H. Perseke

php@globalbridge.com
Director of Investments and Business Development

Mr. Perseke has more than 20 years of experience in the financial services industry. He has five years of experience in asset management on the buy-side including an asset management subsidiary of Lloyds TSB and most recently, a private equity firm. In addition, he has twelve years of experience on the sell-side including RBC Dain and Oppenheimer & Company. He has served in senior management positions of investment banking and was CFO of both First Southwest Company and John G. Kinnard & Company. Mr. Perseke holds a MBA from the University of Minnesota's Carlson School of Management and a B.A. from Concordia University in St. Paul with a double major in Finance and Accounting. He is a Certified Public Accountant (CPA-Inactive) and a member of the AICPA. Mr. Perseke is active with charitable and community organizations including the Board of Children's Cancer Research Fund and an advisory committee to the Board of Regents of Concordia University.

W. Chris Davis

W. Chris Davis

wcd@globalbridge.com
Managing Director

For the last six years Mr. Davis has focused on sales and marketing institutional investment management products for ASB Capital, Chevy Chase Trust, and Trinity Fiduciary Partners. Prior to that Mr. Davis had business development responsibility covering the bank and trust market for SEI Investments for six years. While at SEI he focused on the regional bank market selling investment management, brokerage, and technology. He also had direct investment experience as a portfolio manager for CoreStates Investment Advisors where he had responsibility for over two billion dollars in fixed income and money market assets. Mr. Davis received a Bachelor of Science Degree from the University of Dayton, an Advanced Banking Degree from the PBA at Bucknell University, and a Trust Degree from the ABA at the University of Chicago. Mr. Davis also received the CTFA from the ICB in 2001.

Nicholas Spinner

Nicholas Spinner

njs@globalbridge.com
Operations

Mr. Spinner handles the portfolio administration and performance reporting for GlobalBridge clients. He joined GlobalBridge in 2005 and has been in the financial services industry for over 5 years. Mr. Spinner holds a B.S. degree in Finance from Minnesota State University, Mankato.

 

Patrick Sommers

Patrick Sommers

pss@globalbridge.com
Operations

Mr. Sommers has been in the investment industry for over 10 years. He has worked as a research assistant, trading assistant, global settlements administrator, and equity trader. Mr. Sommers has a working knowledge of multiple trading and settlement systems, and is proficient with ECN (electronic communications network) brokers.