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Brian J. Regan
Portfolio Manager-Equities at Wealth Enhancement Advisory Services LLC
Brian J. Regan active positions
Companies | Position | Start | End |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portfolio Manager-Equities | 2023-12-31 | - |
Career history of Brian J. Regan
Former positions of Brian J. Regan
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2018-01-31 | 2023-12-31 |
Chief Investment Officer | 2020-05-31 | 2023-12-31 | |
Portfolio Manager-Equities | 2018-08-31 | 2023-12-31 | |
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 | 2015-10-31 | 2017-07-31 |
Training of Brian J. Regan
Questrom School of Business | Undergraduate Degree |
Boston College | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Consumer Durables | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
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 |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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