Managing Partner

Gerry Coughlin is the founder and Managing Partner of Oakpoint Advisors. He is responsible for business development and capital formation and manages Oakpoint’s strategic relationships globally. Gerry is an advisor to Oakpoint’s Investment Manager Services, which oversees all non-investment functions for select institutional investment managers performing all accounting, operations, and regulatory compliance services. 

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Gerry has previously held the role of Co-President of Vinik Asset Management, a U.S. based equity long/short fund, both in Boston, MA and in Tampa, FL. He spent 20 years at Morgan Stanley, beginning in 1989 with their Equity Controllers group, working in New York, Tokyo, Singapore, and Hong Kong. Gerry established Morgan Stanley's Equity Trading and Sales Trading for Southeast Asia in Singapore before moving to Hong Kong in 1999 to run regional sales trading and ultimately assuming responsibility for Asia distribution globally. Gerry returned to Morgan Stanley headquarters in New York in 2004 as a Prime Brokerage Executive Committee member, where he assumed responsibility for Capital Introductions and Business Consulting. 

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He holds a BS in Finance from Northeastern University and is FINRA registered series 7, 9, 10, 63, 79, and 24. Gerry is an Executive Board Member of Metropolitan Ministries, a non-profit working with homeless and at-risk children and families in the greater Tampa Bay region.