Get Unstuck Around Money
Instructor's Information and Contact
Brian Brogan MS, CMT, CEPA
Brian Brogan comes from the financial services industry and has been working in the investment arena for over 20 years. Before starting his career at Morgan Stanley Dean Witter, he received his Master’s in Clinical Psychology with a specialization in addiction. He worked for over seven years in the psychiatric field as a therapist and hospital administrator.
Throughout Brian’s career, he has blended both the dynamics of psychological principals with technical and fundamental research. This holistic approach served Brian well while working with many different groups of people. This combination lead him to concentrate on the innovative field of Behavioral Finance and apply theory into his practice working with families of wealth and family offices.
However, long before he joined the professional world, he was an entrepreneur. At the age of nineteen, Brian encouraged his mother to open the first United States franchise of the Canadian company, The Soapberry Shop, in his Chestnut Hill neighborhood. After his mother passed away, Brian was responsible for running the shop with his two brothers. It was his first exercise in the managing of a family business. After successfully navigating that dynamic, it was only natural that he joined his father to manage, The Brogan Group Investment Research, an IRP that provides institutional investment research. A natural entrepreneur, Brian was not satisfied until he started his own RIA business in 2007 called Brogan Group Investment Advisors, LLC.
Brian launched his investment advisory firm, which works and consults with many of the top tier investment firms and created investment portfolios for high net worth families and investment advisors. While working with families of wealth Brian discovered that, most families face challenges around family dynamics and money issues. Utilizing financial therapeutic tools, Brian has helped many families address and overcome common and complex issues, which hinder family legacy. Brian has created a process to engage with multi-generational families to secure legacy assets.
As the Director of Family Business initiative at Saint Joseph's University, Brian is able to bring thought leadership to families seeking to learn from the most successful family businesses. Brian also is an adjunct professor of Management, Finance, and Psychology.
With his undergraduate degree from The Catholic University of America, and his masters from Chestnut Hill College, coupled with over 20 years in business, Brian looks to add to the discussion around families of wealth and legacy businesses with the Saint Joseph's University community.
Jennifer Merritt, Relaxation Coach
Jen offers classes in ayurveda, reiki, yoga, meditation, hypnotherapy, emotional freedom technique, kids yoga and massage therapy. She began her healing arts journey in 2001 in massage therapy. Every two years since then she has taken an intensive training.
Her studies include:
Massage Therapy at the Institute of Essential Integration - 250 hours
and The National Academy of Massage Therapy and Healing Sciences - 550 hours
Yoga at Yandara Yoga Institute - 200 hours
Hypnosis with Sharon Muir - 200 hours
Ayurveda Life Counseling at Yoga in Main - 500 hours
Additional trainings in: Emotional Freedom Technique at Seeds for Change Wellness Center, Thai Yoga Massage, Myofacial Release with John Barnes, Reiki, Theta healing and the Alba Method, Reiki Masters, Pranic Healing Level 1, Magnified Healing 1, 2 & 3, Kids Yoga at Childlight Yoga, AcroFit