Corinne Brogan

Corinne Brogan assists with the investment strategy of 1792 Wealth Advisors and the development of asset allocation models tailored to our clients’ investment goals and risk tolerance.

Over a career in financial services that spans more than 30 years, Corinne has extensive experience in investment analysis, portfolio construction, asset allocation, value and credit analysis, asset-backed securities and corporate bonds.

“We want our clients to feel comfortable in the level of risk they take to seek their investment objectives,” Corinne says. “We want to help guide them through periods of market turbulence so they feel confident that their short- and long-term goals can be met.”

She focuses on evaluating stocks, bonds, mutual funds, exchange traded funds and structured products for potential opportunities in risk-adjusted performance. She analyzes both a global macro level as well as individual investment managers. She manages investment strategies by reviewing performance and making tactical shifts in allocations based on market opportunities.

Corinne works with our advisors to help them maintain an appropriate allocation among the various market sectors and to select the investment vehicles in an effort to maximize portfolio returns.

Combining statistical analysis with the macro environment and investor behavior is ever-evolving, and Corinne likes the complexity, challenges and new opportunities it provides.

“We pay a lot of attention to risk metrics on different investment options we feel are overlooked by the majority. We continually evaluate our strategies according to Capital Asset Pricing Model (CAPM) assumptions and the efficient frontier, targeting what we believe are the best risk-adjusted return levels,” Corinne says.

As a Chartered Financial Analyst^®, Corinne holds one of the world’s most respected and recognized investment designations. She has the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.

Before joining 1792 Wealth Advisors and Raymond James in 2018, Corinne was an investment analyst at Tupler Financial in Bridgewater, New Jersey, and an asset-backed securities trader/analyst at MetLife Investments in Morristown, New Jersey. Earlier in her career, she worked in investment-grade corporate bond sales at Chase Securities in New York City and was a financial analyst for AT&T. She earned an MBA from The University of Chicago Booth School of Business and a bachelor’s degree in finance from The Pennsylvania State University.

Corinne is a New Jersey native. She grew up in Florham Park and now lives in Point Pleasant Beach, New Jersey. In her free time, she enjoys tennis, pickleball and hiking. Corinne also has three children, Casey, Kevin and Jake.