Martin Coughlan, CFA, CAIA

Founder @ Acclinate

About

Over 20 years’ experience within the asset management industry as a senior leader. Now using my industry knowledge to assist asset managers navigate the exponential changes facing the industry. Acclinate is focused on delivering actionable insights and solutions across the portfolio management, distribution and operations functions.

Country

United States

City

River Forest

Industry

Financial Services

Skill

Team lift outs, Business Strategy, Equities, Fixed Income, Asset Management, Alternative Investments, Investment Management

Experience

Founder

Acclinate

2019-1 - Present · 7 yrs 9 mos

Greater Chicago Area

Acclinate was established to provide actionable insights and solutions to asset and wealth managers in a number of areas: - Growth strategy - both organic and inorganic - Technology, outsourcing and operational optimization Acclinate also sources, qualifies, invests in and helps asset and wealth management focused fintechs scale. www.acclinateinv.com

Member of the Board of Advisors

Sidelight.io

2025-12 - Present · 10 mos

Member of the Board of Advisors

Grafiniti

2025-12 - Present · 10 mos

Member Board of Directors

3rd-eyes analytics AG

2025-5 - Present · 1 yr 5 mos

Senior Advisor and Advisory Board Member

ScopeFour Capital

2022-6 - 2025-10 · 3 yrs 5 mos

Advisory Board Member

asora

2023-4 - 2023-12 · 9 mos

Advisory Board Member

eCIO

2022-12 - 2023-12 · 1 yr 1 mo

Independent Advisor

3rd-eyes analytics AG

2022-4 - 2023-12 · 1 yr 9 mos

Taking some time

N/A

2018-9 - 2019-1 · 5 mos

EVP, Head of Distribution

Aegon Asset Management

2016-10 - 2018-9 · 2 yrs

Chicago

Led distribution, client service, marketing and product management for Aegon Asset Management U.S. across all client channels. Member of the firm's Executive Committee. Aegon Asset Management is a global asset management firm providing fixed income, equity, multi-asset, real asset and balance sheet solutions.