Mr. Dugan is a founding member of LeoGroup, and worked alongside Mr. Allain at FCG Global, LLC—the predecessor firm to LeoGroup. He is a member of LeoGroup’s Investment Committee, where he provides insight on investment strategy and strategic asset allocation. He articulates the firm’s investment planning approach utilizing Core & Satellite investment management, where a portfolio’s Core is comprised of highly efficient and cost-effective asset categories, and the Satellite component is more actively managed. With a focus on risk management and awareness of macroeconomic issues, Mr. Dugan provides valuable insight to investment portfolio construction.
Mr. Dugan provides results-oriented comprehensive financial planning with extensive experience in tax planning, compensation and benefits, retirement planning and portfolio management. He also consults on negotiating executive compensation packages from sign-on to severance, and works with individuals and families in the United States and abroad. Mr. Dugan also maintains corporate relationships with several large multi-national companies.
Prior to joining LeoGroup, Mr. Dugan accumulated over two decades of combined experience at FCG Global LLC, Comprehensive Wealth Solutions, Ayco (part of the Private Wealth Management Division of Goldman Sachs), and Asset Management Group (AMG). Mr. Dugan spent five years as Vice President of Financial Counseling in the Ayco division of Goldman Sachs. While at Ayco, his services included all aspects of financial counseling, including investment advisory, estate planning, risk management, insurance planning, and tax return preparation and planning.
Prior to Ayco, Mr. Dugan was a Vice President of Financial Counseling at AMG for nine years. While at AMG, he specialized in investment allocation and management, strategic and tactical income tax planning, lifetime and testamentary wealth transfer, estate planning and total risk management and personal insurance.
Mr. Dugan holds a CERTIFIED FINANCIAL PLANNER™ designation since 2000, a BA in Political Science, an MBA in Finance from Montclair University, and a black belt in Tae Kwon Do.