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Brian Boughner

Brian Boughner

Principal · CFA · CMT

A CFA charterholder and Chartered Market Technician, Brian has guided clients through every major market event since 1999, built on the conviction that how you manage downturns ultimately determines long-term performance.

About Brian

Brian began his investment career in 1999 right at the very top of the biggest stock bull market. During his career, he has helped his clients successfully manage their investments through the 9/11 terrorist attack, 2 equity bear markets, a housing bust, and a credit implosion. He has built his career on the foundation that how well you manage your investment returns during the market downturns will ultimately determine your long-term performance.

Brian enjoys communicating and helping clients understand the very complex and dynamic changes that affect our economy and markets daily. Brian is a Florida State University graduate, a CFA charterholder, and a Chartered Market Technician.

Brian and his family are extremely active in their church and the community. Brian's involvement includes: Leadership Greenville, board trustee of the South Carolina Children's Theatre and Project Host, and Palmetto Society Board Vice Chair for the United Way of Greenville County. Brian enjoys the outdoors and regularly bikes, runs, and backpacks the mountain trails here in the southeast. He is also very passionate about local music and theater.

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