Managing Partner

Gerry Coughlin is the Founder and Managing Partner of Oakpoint Advisors, where he is responsible for driving business development, capital formation, and investor relations. Gerry manages Oakpoint's key GP relationships across all asset classes and geographies.

 

Before founding Oakpoint Advisors, Gerry spent two decades at Morgan Stanley, where he held senior positions in Institutional Equities, with a particular focus on Asia. He went on to serve as an Executive Committee member in Morgan Stanley’s Prime Brokerage division, where he was responsible for Capital Introductions and Business Consulting, helping clients navigate the capital landscape as well as their strategic goals. Gerry served as Co-President of Vinik Asset Management, a multi-billion-dollar U.S. based equity long/short hedge fund, where he oversaw all non-investment functions.

 

Gerry holds a BS in Finance from Northeastern University and is FINRA registered with series 7, 9, 10, 63, 79, and 24 licenses. Gerry has been an Executive Board Member of Metropolitan Ministries for 10 years, supporting the organization's mission to assist those in need across the Tampa Bay area.