Wayne, PA – Alden Investment Group is proud to announce the appointment of Brian Brogan as Director of Family Wealth.
With 25 years of experience in ultra-high-net-worth (UHNW) advisory and family wealth dynamics, Brian enhances Alden’s mission to empower advisors with the tools, strategies, and resources to attract and serve high-net-worth clients while helping families navigate the complexities of their wealth.
Brian’s expertise spans behavioral finance, family governance, and multi-generational planning. His career has included leadership roles such as Chief Behavioral Officer for PNC Private Bank Hawthorn and Director of the Family Business Initiative at Saint Joseph’s University. With his blend of financial acumen and psychological insight, Brian brings a unique perspective to wealth management, focusing on the interplay between money, relationships, and legacy.
“Our vision at Alden Investment Group is to empower our advisors to stand out in a competitive market by providing unparalleled expertise and client-centric solutions,” said Aaron Williams, Chief Growth Officer. “Brian’s addition to our team reflects our commitment to equipping advisors with cutting-edge resources to differentiate themselves and deliver value to complex, higher-net-worth clients. His behavioral and psychological approach to wealth management is a game-changer for our advisors and their clients alike.”
In his role, Brian will serve as a pivotal resource for Alden’s platform advisors, providing practice management coaching and consulting. He will also offer direct support for advisors working with UHNW families and clients with sophisticated planning needs. He will focus on helping advisors create meaningful, long-term strategies that address financial goals and family dynamics, values, and visions for wealth preservation. Additionally, as a Chartered Market Technician (CMT), Brian will help advisors position strategies that speak to their clients’ broader vision for their wealth.
“Alden’s dedication to leveraging technology and personal relationships to transform the advisor-client experience is inspiring,” said Brian Brogan. “I am excited to collaborate with advisors to help them attract and retain high-net-worth clients, strengthen their practices, and empower families to thrive across generations.”
Brian’s distinguished career has a foundation in clinical psychology. He initially worked as a psychotherapist and hospital administrator before transitioning into financial services. His entrepreneurial spirit led him to founding The Brogan Group Investment Advisors, LLC, where he served UHNW families and institutions. Brian’s deep understanding of the psychology of money and family dynamics positions him as a trusted advisor for families navigating wealth’s emotional and financial intricacies.
Located in Alden’s Wayne, PA office, Brian will play a pivotal role in strengthening the firm’s family office and wealth management offerings. He will help advisors elevate their practices while ensuring clients achieve their financial and legacy goals.
About Alden Investment Group
Alden Investment Group is a boutique wealth management firm that integrates cutting-edge technology, personalized service, and comprehensive solutions to empower advisors and their clients. Focusing on delivering value across all areas of financial planning and investment management, Alden partners with advisors to help them achieve unparalleled success in a competitive industry.