03 Jul 2018

Who We Are-About Glen

July 3, 2018

About Glen McLaughlin

I fell in love with finance and investing 20 years ago, when I accepted my first role in banking. Along the way I’ve had the opportunity to work across the spectrum of the investment and securities space, from retail to institutional, and with nearly every type of traded product in a variety of contexts. I received my MBA from Queens University of Charlotte with a concentration in finance, and served as a Senior Vice President at Bank of America and a Senior Director at Ally Financial.

The most rewarding experiences have been assisting my family and friends with their personal financial management: helping them quickly cut through the noise, and get their assets positioned as efficiently as possible. While I love the world of finance and investments, I always struggled with how these tools were delivered to the retail investor.

In creating Buoyant Financial as a truly independent financial advisory, I can provide clients with smart, seasoned, conflict-free (and cost efficient) financial planning and management services. The concept of fiduciary responsibility is a cornerstone of the client relationship, and ensures that the client always comes first.

By creating my own platform utilizing best-in-class technology, and taking advantage of low-cost instruments to precisely capture the performance of virtually any asset class, I’m able to deliver these services at some of the lowest costs available today. Being able to minimize the long term drag of costs is vitally important because of its impact on long term returns.

Over the years, I have always enjoyed discussing personal finance with people and seeing how even a simple conversation may have helped them think about their personal situation differently or providing sane explanations of market behaviors.

My hope is that a conversation might help you think differently about your finances, serve as a check that you are on the right path, or lead to a long term relationship with Buoyant Financial.

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