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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Brent Coggins
Chief Investment Officer at Triad Wealth Partners
Speaker

Profile

Brent Coggins has built his career specializing in investment strategy and analysis. He advanced to assistant vice president of investment strategy at UMB Bank before joining Triad as lead portfolio manager, eventually becoming chief investment officer in 2023. In this role, he leads Triad’s investment strategy, leveraging his distinctive approach to holistic investment management and leadership.