Briana McDougall, CFA®

Briana McDougall is a Vice President and Investment Specialist in the Tampa office of J.P. Morgan Private Bank. Briana draws from the strength of her capital markets background and experience to oversee the complex financial scenarios of affluent individuals and families, business owners and executives. She invests time in her relationships with her clients, inspiring confidence that their wealth is being meticulously managed.

Briana takes a consultative approach, partnering with clients to develop portfolios tailored to their lifestyle needs, philanthropic goals, legacy intentions and other important priorities. She evaluates opportunities in the context of these goals to curate thoughtful and specialized strategies. Briana offers direct access to the breadth of J.P. Morgan’s platform––cutting-edge, differentiated investment opportunities to include private debt, equity and real estate, hedge funds and other sophisticated vehicles that complement the overall wealth plan.

As a CFA® charterholder, Briana strives to embody the professional excellence this prestigious credential represents. She is a member of the CFA Institute and the CFA Society of Tampa.

With a decade-long career spent entirely on Florida’s Gulf Coast, Briana is deeply familiar with the nuanced needs of high-net-worth clients in the region. Her work in portfolio management at Tampa Bay Trust Company and Northern Trust spanned multiple asset classes.

Briana earned a M.S. in Accounting, specializing in Tax, from the University of North Carolina at Chapel Hill, and a B.S. in Finance from Florida Gulf Coast University.

Briana has served in a variety of roles in the community, most recently on the Investment Committee for the Hillsborough Education Foundation. Previously, she was Treasurer and board member of Youth Haven and a Finance and Governance Committee member of the United Way of Collier County.

When not tending to the hound she adores, Briana is an avid runner, travels and enjoys reading.