With over 50 years combined wealth management experience, Scott McCaghren and Bruce Marshall knew there was a better way to grow wealth and control risk for clients. Together, they’ve formed Coastal Equity Management to bring funds to the market to help clients manage their investment returns while also managing risk. They’re not only dedicated to being a trusted partner, but also dedicated to developing simple, low cost, and effective fund strategies that you can trust.
Scott McCaghren
Mr. McCaghren has 16 years of experience with Gar Wood Securities, LLC, Clearpoint Capital Management, LLC and Safe Harbor Fiduciary. In these positions, Mr. McCaghren was licensed as a registered representative and investment adviser representative, and was responsible for advising brokerage and managing customer accounts on a discretionary and non-discretionary basis. Mr. McCaghren has been a principal of Safe Harbor Fiduciary for the past eight years, and is primarily responsible for the discretionary management of over $100 million in separately managed customer accounts.
Bruce Marshall
Mr. Marshall has over 35 years of financial industry experience, becoming licensed and starting at Paine Webber in 1989. Mr. Marshall worked at Merrill Lynch for over 10 years, as well as the Regional Brokerage firm Morgan Keegan / Raymond James. For the last 11 years, Mr. Marshall has been an investment instructor and teaching coach for Simpler Trading. Mr. Marshall was one of the founding members and helped to launch Simpler Trading, which provides teaching and educational services for clients that wish to learn how to trade Options, Futures as well as Equities.