ABA Conference in South Beach Miami

Posted on Mar 5 by Kelly

GlobalBridge has a booth at the American Bankers Conference in South Beach Miami. Booth #516. I used to box in high school and we are having Angelo Dundee stop by our booth and sign T-Shirts and books. He was Muhammed Ali’s trainer at the 5th Street gym. In fact, I am goingt to the 5th street gym now to work out….

Kelly T. Coughlin

CEO

GlobalBridge

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Unified Managed Accounts

Posted on Mar 1 by Kelly

I recently published a report on Unified Managed Accounts titled UMA Made Simple. I am hoping it is useful in helping advisors who are seeking to deliver good investment results for their clients and sort through most of the noise and confusion on UMAs. Comments are appreciated.

Kelly Coughlin
CEO
GlobalBridge

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Next Generation Managed Accounts

Posted on Jan 3 by Kelly

We think the next generation in the evolution of managed accounts is the integration of the multi-manager overlay process with the unified managed account technology. The end result is a more efficient and cost-effective means by which an investor and their financial advisor can access institutional investment management with full transparency.

Kelly T. Coughlin

CEO

GlobalBridge

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