Mary Coughlin founded Barnegat Bay Capital Management, LLC in 1998 following a career managing several billion dollars in institutional global fixed income and currency portfolios, as well as mutual funds. She formed her own firm in order to offer institutional caliber investment expertise and opportunities to private investors and institutions.
Coughlin’s money management background includes senior portfolio management positions managing global portfolios for high profile, globally prominent plan sponsors. During the 1980′s and 1990′s, at Wall Street capital markets firms’ investment management divisions, she ran funds for global institutional clients of Morgan Stanley, Merrill Lynch and Lehman Brothers, among others.
Coughlin holds an MBA in Finance from New York University as well as a BS in Finance and International Economics from Susquehanna University. She became a member of the CFA Institute, the organization that sponsors the Chartered Financial Analyst (CFA) program and establishes professional standards and ethics for money managers worldwide, in 1990.
Mary lends her investment expertise to many non-profit organizations and currently sits on the Investment Committee of the Susquehanna University Endowment and the Finance Committee of the Brant Beach Yacht Club.
Over her career she has served as a board member of both the Women’s Bond Club of NYC and the Money Marketeers of New York University, a Wall Street organization of economists, strategists and money managers. She served two terms on Susquehanna University’s Board of Trustees, as well as a member of the board’s Investment and Property and Finance Committees. She also served as Vice-Chair of the Weis School of Business Advisory Council, Susquehanna’s alumni group that works closely with the Dean, Faculty and Students.
She has been a trustee and member of the Finance Committee for Summit, NJ non-profits The Connection for Women and Families and Reeves-Reed Arboretum, where she was also Strategic Planning Committee Chair. She also actively volunteered in her childrens’ schools.
In her institutional capacity, Mary was a Senior Vice President and member of the management committee responsible for establishing and managing Lehman Brothers Global Asset Management in the mid-1990′s. While at Morgan Stanley Asset Management in the early 1990′s she was Vice President and Co-Manager of the Global Fixed Income Group. At Morgan Stanley she also managed one of Morgan Stanley’s first three mutual funds.
Early in her career Mary co-managed Merrill Lynch Asset Management’s Global Fixed Income Institutional Portfolio Group. In the late 1990′s she established a marketing group for a hedge fund before leaving the institutional business to establish her own firm, Barnegat Bay Capital Management, in 1998.