Barnegat Bay was founded in 1997 by Mary Coughlin. Mary is a Fiduciary Portfolio Manager with thirty years of investing experience in the institutional and private investment space. She manages client assets with a results-oriented approach.

Her clients receive competitive fee-only, performance-based investment management – a rare option for individuals despite its being the historical norm for institutional investors. She leaves the business of selling securities, 
insurance and annuities, or financial plans to
 the capable salespeople in those businesses.
 Barnegat Bay has a very specific, client-
directed mandate: evaluate and manage
 clients’ Total Portfolios, actively make Risk/
Return decisions on all assets, and report each
quarter on short-term and long-term results versus a relevant market benchmark such as the Russell 3000, an index of the 3000 largest US companies representing 98% of the US equity market and the benchmark by which most US Corporate and Government Pension Plans, Foundations and Endowments are measured.

Mary Coughlin, Portfolio Manager and Fiduciary

Mary Coughlin

Mary Coughlin, who has managed money since 1982, formed Barnegat Bay Capital Management, LLC in 1998. After having spent her 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 small to mid-sized 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 Economics, with an international emphasis, 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. She is a trustee, member of the Finance Committee, and Strategic Planning Committee Chair for the Reeves-Reed Arboretum and is a trustee and Finance Committee member of The Connection for Women and Families, both in Summit, NJ.  She also actively volunteers in her childrens’ schools.

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 was also a charter board member of The Women Investor’s Network. 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.

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 participated in establishing and managing funds for their charter mutual fund business that has since grown to become a major participant in the mutual fund industry.

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.