Case Study

Coughlin Associates

Coughlin Associates

Pages 3 Pages

Meet Coughlin Associates Leveraging YCharts’ Excel Add-in, customizable features, and historical data, Coughlin Associates is now more productive than ever. About the Company The Challenge Coughlin Associates is a national investment research firm that manages money for individuals and offers research-outsourcing services to investment advisors and financial planners. Managing under $50 million in assets, the firm was founded by Barring Coughlin, CFA, an investing veteran with more than 30 years of investment management and research experience at prominent money-management firms, including NationsBank and Bank of America. While Value Line provided Barring with the ability to do much of the initial filtering necessary to find securities that met his criteria, subsequently, he stil

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