| Senior Management |
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Kelly Thomas Coughlin |
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Kelly Thomas Coughlin, Chairman and CEO. Mr. Coughlin has worked for over 20 years in the financial services industry. He has six years of experience on the sell-side, including Merrill Lynch and US Bancorp Piper Jaffray; six years on the consulting-side including PricewaterhouseCoopers and Risk Analytics; and eight years on the buy-side, including two asset management subsidiaries of Lloyds Bank, one in London and one in Minneapolis. Mr. Coughlin has an MBA from Babson College in Wellesley, MA; and a B.A. from Gonzaga University in Spokane, WA. He studied Russian at Middlebury College, Monterey, CA campus (Monterey Institute) and accounting at the University of Minnesota. He is a Certified Public Accountant (CPA) and a member of the AICPA and its consulting division.
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Mary McMahon |
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Mary R. McMahon,
Principal and Managing Director of Relationship Management. Ms. McMahon joins GlobalBridge with over 20
years experience in trust and estate planning. She studied law at Cambridge College, Cambridge
England and received both her Juris Doctorate and a Masters of Laws degree (LL.M.) in taxation
from William Mitchell College of Law. Ms. McMahon has been in private practice, focusing on
Trusts and Estate Planning, worked in trust administration and new business development at
American Bank and Trust Company, taught Trusts and Estates as an Adjunct Law Professor at
William Mitchell College of Law, and most recently, ran the Personal Trust Department at Piper
Trust Company. Ms. McMahon has presented at CLE sessions and co-authored The Trust Handbook,
Professional Education Systems, Inc.
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Paul H. Perseke |
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Paul H. Perseke, Director of Investments and Business Development. Mr. Perseke has more than 20 years of experience in the financial services industry. He has five years of experience in asset management on the buy-side including an asset management subsidiary of Lloyds TSB and most recently, a private equity firm. In addition, he has twelve years of experience on the sell-side including RBC Dain and Oppenheimer & Company. He has served in senior management positions of investment banking and was CFO of both First Southwest Company and John G. Kinnard & Company. Mr. Perseke holds a MBA from the University of Minnesota’s Carlson School of Management and a B.A. from Concordia University in St. Paul with a double major in Finance and Accounting. He is a Certified Public Accountant (CPA-Inactive) and a member of the AICPA. Mr. Perseke is active with charitable and community organizations including the Board of Children’s Cancer Research Fund and an advisory committee to the Board of Regents of Concordia University.
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Benjamin Avis |
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Benjamin
Avis, Chief Operating Officer. Mr. Avis is responsible for developing the strategic
plan to maximize all efficiencies that are integral to the successful day to day
operation of GlobalBridge. He has extensive experience in multiple trading,
portfolio accounting and settlements systems and plays an integral part in the
implementation of technological advancements within the company. He was formerly
an Institutional Trader at Fisher Investments in San Francisco before joining
GlobalBridge in 2003. Mr. Avis holds a B.S. degree in Finance from Iowa State
University and has passed the Series 7 and 63 examinations.
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Patrick Sommers |
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Patrick
Sommers, Head Trader. Mr. Sommers has been in the investment industry for over 10 years.
He has worked as a research assistant, trading assistant, global settlements
administrator, and equity trader. Mr. Sommers has a working knowledge of
multiple trading and settlement systems, and is proficient with
ECN (electronic communications network) brokers.
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Nicholas Spinner |
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Nicholas Spinner, Operations. Mr. Spinner handles the portfolio administration and performance reporting for GlobalBridge clients. He joined GlobalBridge in 2004 and has been in the financial services industry for over 5 years. Mr. Spinner holds a B.S. degree in Finance from Minnesota State University, Mankato.
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