Brian McGuane brings to clients over fifteen years of experience in the investment field and was among the first to recognize the unique potential of the Life Settlement industry.
Brian earned his series 7 securities brokerâ€™s license in 1991 and opened his own OSJ (independent securities office) in 1995 with accounts held by Raymond James. In that endeavor he oversaw ten series 7 licensed securities brokers and managed $50 million in individual stock portfolios for approximately 100 clients.
In 1999 Brian moved his focus to the Life Settlement industry and established a company in Charlotte, NC offering these newly developed investments to individuals and small institutions. His company grew to serve 500 clients and employ 11 agents.