Gregory D. Coghlan, Managing Partner, of Christie Coghlan Investment Management, LLC, has been providing financial planning and portfolio management for individuals, trusts and endowments over the last 15 years. Greg is a graduate of Fairfield University and Wharton’s Executive Education program.

He has taught courses on financial planning and portfolio management at Westport Continuing Education, Fairfield University, and Suffolk University. Greg has also presented to the NFL, ZEP Manufacturing, IBM, the CT Bar Association and the CT Society of CPA’s. Also, in conjunction with the FBI, Greg has conducted programs throughout Connecticut on How to Avoid Investment Scams and Identity Theft. Most recently, Greg was added to the Accounting Department Board of expert speakers for the Suffolk University Graduate School in Boston.
Greg lives in Fairfield, CT with his wife and two children. In his spare time, he volunteers as an Emergency Medical Technician for Westport EMS in Westport, CT.

Michael Christie, Managing Partner of Christie Coghlan Investment Management, LLC, has been assisting investors for the last 18 years. Mike is a well known financial educator in Stamford Connecticut. His investment planning and management presentations have been widely attended by retirees from many large corporations. Michael has developed a specialty in counseling retirees, and those about to retire, who want to protect their principal to help insure that their money lasts. His advice focuses on helping investors avoid the most common financial mistakes.

Michael has conducted education programs for several professional organizations in the state of Connecticut. In 1994, he and his partner Greg Coghlan were selected by a Fortune 500 corporation to provide retirement workshops to employees considering retirement in their Fairfield County Connecticut and Westchester County New York offices. Over a period of 10 years, Mike and Greg have educated over 3,000 employees about wealth preservation and growth strategies. Most recently, they were added to the staff of expert speakers for the Suffolk University Graduate School in Boston. Since 1990, Mike has lectured extensively about successful investment management for retirement as well as estate planning to investors through his free public seminars sharing advice on how to avoid the most common financial mistakes.

His monthly market letter and topic specific articles are available by contacting his office directly at 203-504-2890, or by visiting their website at christiecoghlan.wbsec.com

Christie Coghlan Investment Management, LLC, is a financial firm providing comprehensive financial services for individuals planning for and all ready in retirement. Our services include investment management, annuity advice and selection, long term care planning, tax reduction strategies, estate planning, and conservatorship and trustee services.

Contact Common Cents At : 2 Landmark Square Stamford, CT 06901 Phone: 203-504-2890