Beacon Pointe Wealth Advisors
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Beacon Pointe Wealth Advisors Employees
Beacon Pointe Wealth Advisors November 2014 - Present
Brophy College Preparatory 2014 - Present
Capital Investment Counsel January 2014 - November 2014
Capital Investment Counsel January 2012 - December 2013
Capital Investment Counsel May 2004 - December 2011
Hackett Investment Advisors April 2004 - June 2007
Charles Schwab January 2000 - December 2003
Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement, Asset Management, Investment Management, Retirement Planning, High Net Worth..., Financial Services, Wealth, Investment Advisory..., Retirement Savings, Estate Tax Planning
Education
Northern Arizona University, College of Business Administration 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Beacon Pointe Wealth Advisors September 2014 - Present
Jackson January 2014 - August 2014
TD Ameritrade April 2008 - January 2014
AXA Advisors May 2006 - April 2008
Skills
Wealth Management, Investment Consulting, Financial Planning, College Education..., Investment Advisory, Series 63, Investments, Retirement Planning
Education
Colorado State University-Pueblo 2004 — 2006
Bachelor of Science, Economics / Finance
Chandler/Gilbert Community College 2002 — 2004
Beacon Pointe Wealth Advisors January 2013 - Present
The Center for Investment and Wealth Management at the UC Irvine Merage School of Business 2005 - Present
Chartered Financial Analysts Society of OC 2008 - Present
CASA Orange County June 2012 - Present
Hoag Diplomat Society January 2012 - December 2012
PIMCO RIA Advisory Board January 2009 - December 2012
Wealth Management Network, LLC 2003 - 2012
Skills
Investments, Investment Management, Asset Allocation, Strategic Financial..., Estate Planning, Retirement Planning, Asset Managment, Registered Investment..., RIAs, Wealth Management...
Education
University of California, Los Angeles 1972 — 1975
Bachelor's Degree in Economics
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors April 2013 - June 2014
Independent Financial Advisors, LLC 2000 - 2013
Skills
Personal Financial..., Investment Management, Retirement Planning, General Insurance, Strategic Financial..., Financial Advisory, Estate Planning, Insurance, Wealth Management..., Wealth, Employee Benefits, Wealth Management, Financial Planners, Finance, Investments, Portfolio Management, Investment Advisory, Retirement, IRAs, Investment Strategies, Series 63, Series 7, Asset Management, Asset Allocation
Education
California State University, San Bernardino
BA, Business
Leadership Riverside
University of California, Riverside
Financial Planning and Services
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Fred Hutchinson Cancer Research Center April 2014 - Present
Beacon Pointe Wealth Advisors July 2012 - January 2014
Private Nanny April 2011 - June 2012
Sabelhaus West Painting, Inc. June 2007 - December 2010
Skills
Social Media, Social Networking, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Strategic Financial..., Financial Advisory, Community Outreach, Wealth Management, Morningstar, Retirement Planning, IRAs, Asset Management, Wealth Management..., Critical Thinking, Portfolio Management, Facebook, Sales, Nonprofits, Investment Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.S.), Political Science and Government
Yelm High School 2006 — 2008
Beacon Pointe Wealth Advisors November 2014 - Present
Capital Investment Counsel, Inc. March 2011 - November 2014
Schwab Advisor Services January 2008 - March 2011
TranquiloLiving.com March 2006 - December 2007
Schwab Advisor Services January 2002 - February 2006
Skills
Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Personal Financial..., Investment Advisory, Business Development, Investment Management, Financial Planning
Education
Northern Arizona University 1997 — 2000
Bachelor of Science (B.S.), Finance, General
Beacon Pointe Wealth Advisors October 2014 - Present
Camelback Wealth Management October 2007 - September 2014
Oxford Investment Partners 2004 - 2007
Self 2000 - 2004
Intel 1991 - 2000
Skills
Investments, Alternative Investments, Portfolio Management, Wealth Management, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Investment Management, Investment Strategies, Hedging, Hedge Funds, Equities, Private Equity, Asset Management, Managed Futures, Strategic Financial..., Venture Capital, Emerging Markets, Financial Modeling, Valuation, Fixed Income, Risk Management, ETFs, Private Placements, Financial Planning, Asset Managment, Due Diligence, Securities, Trading, Bonds, Retirement, Equity Research
Education
Stanford University 1986 — 1991
BS, MS, Industrial Engineering
Triad Management Systems February 2015 - Present
K&M Enterprises, Research and Fund Development December 2013 - January 2015
Beacon Pointe Wealth Advisors May 2014 - September 2014
Law Office of Ben Hecht May 2011 - August 2011
Kaiser Permanente IT May 2010 - August 2010
Skills
Research, Litigation, Legal Research, Legal Writing, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Facebook, Public Speaking, Leadership, Team Leadership, Data Analysis, Statistics, Marketing Research, Leadership Development, Legal Assistance, Teamwork, Analysis, Entrepreneurship, Social Media Marketing, Spanish
Education
Chapman University, The George L. Argyros School of Business and Economics 2013 — 2014
Master of Business Administration (MBA), International Business
Chapman University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Beacon Pointe Wealth Advisors June 2015 - Present
Tennis Club Of Santa Barbara June 2015 - Present
The LEAP Foundation, Inc. July 2014 - Present
NOLA Fashion Week October 2014 - March 2015
BMG Models and Talent July 2013 - November 2014
Abercrombie & Fitch July 2013 - June 2014
Skills
Runway, Leadership, Modeling, Acting, Emotional Intelligence, Soccer, Passion for Success, Creative Writing, Social Media, Digital Photography, Coaching, Energetic team player, Work Ethic, Photo Shoots, PowerPoint, Microsoft Office, Event Planning, Facebook, Customer Service, Management, Public Speaking, Microsoft Excel, Microsoft Word, Social Networking
Education
Loyola University New Orleans 2014 — 2019
High School, Music Industry Studies, Sophomore
Loyola High School 2010 — 2014
High School, High School student, Senior
Beacon Pointe Wealth Advisors August 2013 - Present
Pacific Pointe Advisors June 2009 - August 2013
Skills
Wealth Management, Investments, Investment Consulting, Strategic Financial...
Education
UCSB
Bachelor of Arts - dual emphasis in Business Economics & Political Science
AmbroseAdvisors July 2014 - Present
IFC Industrial Fulfillment Co. June 2009 - Present
Beacon Pointe Wealth Advisors August 2013 - July 2014
Skills
Basic HTML, synthesis ability, PowerPoint, Microsoft Word, Microsoft Excel, Mandarin Chinese, Wuhan Chinese, Intermediate Photoshop, Wing Chun, Team Building, Facilitate Event, Event Management, Leadership, Public Speaking, Teaching, Social Media, Editing, Marketing, Photoshop, Event Planning, Mandarin, Social Networking, Nonprofits, Research, Microsoft Office
Education
UC Riverside 2008 — 2012
BA, Political Science International Affairs, 3.5
Beacon Pointe Wealth Advisors January 2013 - Present
Center for Investment and Wealth Management at the UC Irvine Merage School of Business 2005 - Present
The Wealth Management Network 2003 - 2012
Orange County Employees Retirement Systems (O.C.E.R.S.) 1993 - 1996
Skills
Asset Managment, Investment Management, Private Client Services, Investment Advisory, Wealth Management, Investments, Financial Planning, Retirement Planning, Registered Investment..., Asset Allocation, Estate Planning, IRAs, RIA
Education
University of Southern California 1966 — 1968
Master of Business Administration (MBA), Marshall School of Business
University of Southern California 1962 — 1966
B.S. in Finance, Marshall School of Business
Beacon Pointe Wealth Advisors September 2015 - Present
TPW Financial January 2012 - Present
HSS March 2005 - Present
Precise Dental Care October 2010 - February 2012
David Witherbee & Associates, Inc. February 2007 - November 2009
H & R Block January 2007 - April 2007
Skills
Customer Relations, Client Communication, Database Administration, Asset Allocation, Financial Planning, Microsoft Office, Excel, Problem Solving, Process Improvement, Mentoring, Customer Service, Strategic Financial..., Microsoft Excel, Portfolio Management, Financial Planners, Financial Analysis, Program Management, Management, Business Analysis, Analysis, Leadership, Business Planning, Risk Management, Nonprofits, Investments, Data Analysis, Vendor Management, Finance, Management Consulting, Business Development, Financial Advisory, Investment Advisory, Banking, Equities, Wealth Management, Access, Strategy, Project Planning, Investment Strategies, Business Strategy, Insurance, Team Management, Fixed Income, Financial Modeling, Financial Services, Communication
Education
Boston University Center for Professional Education 2009 — 2011
Certificate
Visvesvaraya National Institute of Technology 1987 — 1989
BE
National Institute of Technology Calicut 1985 — 1987
B Tech
Senior Secondary School Sector IV, Bhilai 1980 — 1984
High School
Alliance for RIAs 2012 - Present
Beacon Pointe Wealth Advisors March 2002 - Present
Beacon Pointe Advisors March 2002 - Present
Financial Services Firm March 1989 - December 2001
Education
University of Southern California 1986 — 1988
BS, Finance
Beacon Pointe Wealth Advisors February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.) February 2012 - January 2015
US Trust December 2010 - May 2011
The Presidio Group LLC August 2009 - December 2010
Bernstein Global Wealth Management June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division January 2003 - June 2005
Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science
Marin Catholic High School
Beacon Pointe Wealth Advisors September 2011 - Present
Skills
Portfolio Management, Global Macro Research, Concentrated Stock, Options, Risk Management, Asset Allocation, Wealth Management, ETFs, Stocks, Hedge Funds, Securities, Investments
Education
University of California, Santa Barbara 1999 — 2003
BA, Business/Economics, English
CFA Program
Lynbrook High School
Beacon Pointe Wealth Advisors November 2014 - Present
Capital Investment Counsel January 2012 - November 2014
Northern Trust May 2008 - November 2011
Charles Schwab May 2000 - May 2008
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Loans, Series 63, Derivatives, Options, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., Wealth, Securities, Financial Services, Estate Planning, Finance, Financial Planning
Education
Northern Arizona University 1998 — 2001
BS, Finance
Beacon Pointe Wealth Advisors September 2015 - Present
Banyan Partners August 2013 - January 2015
Silver Bridge August 2010 - August 2013
Bostonian Group October 2006 - August 2010
Mathers Financial Group, Inc August 1999 - September 2006
Bradley Advisory Group, Inc August 1995 - August 1999
Skills
Leadership, Personal Financial..., Wealth Management, Business Development, Estate Planning, Client Services, High Net Worth..., Management, Financial Planning, Account Management, Asset Allocation, Investments, Asset Management, Estate Tax Planning, Finance, Financial Advisory, Investment Management, Wealth Management..., Relationship Management, Equities, Financial Analysis, Due Diligence, Financial Services, Strategic Planning, Investment Advisory
Education
Ulster University 1984 — 1988
BA (Honors) Business Studies, Marketing
St. Patrick's College, Maynooth 1993 — 1994
Diploma Philosophy, Philosophy
University of San Francisco 1989 — 1989
Business, Export Marketing Certificate at McLaren College of Business
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Beacon Pointe Wealth Advisors December 2014 - Present
Mercer Advisors September 2009 - December 2014
Skills
Wealth Management, Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Series 7, Retirement, Strategic Financial..., Bloomberg, Financial Services, Series 63, Investment Management, Financial Advisory, Equities
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Beacon Pointe Wealth Advisors June 2013 - Present
Barr Realty June 2011 - June 2013
University of California, Riverside September 2009 - June 2011
University of California at Riverside January 2007 - September 2009
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of California, Riverside 2005 — 2009
Bachelors in Science, Business Administration
Workday August 2015 - Present
Broadcom February 2014 - December 2014
UC Irvine September 2013 - June 2014
Beacon Pointe Wealth Advisors June 2013 - September 2013
Eureka Capital, LLC January 2013 - June 2013
Skills
Microsoft Excel, Finance, Sales Compensation, Public Speaking, Data Analysis, Salesforce.com, Customer Service, Leadership, Sales, PowerPoint, Research, Time Management, Team Leadership, Microsoft Office, Microsoft Word, Public Relations, Sales Finance, Xactly Incent, Market Research, Social Networking
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor’s Degree, Business Administration - Emphases in Finance, Accounting, and Marketing
Otay Ranch High School 2007 — 2011
Beacon Pointe Wealth Advisors January 2013 - Present
Wealth Management Network, LLC September 2009 - December 2012
Customer Advantage Consulting January 2006 - September 2009
Fidelity National Information Services 1998 - 2006
Fidelity National Financial 1998 - 2005
Fidelity National Information Solutions 2000 - 2003
First American Title 1993 - 1998
Skills
Change Management, Strategic Planning
Education
Lawrence Technological University
Blackhawk Capital Partners February 2014 - Present
Beacon Pointe Wealth Advisors April 2013 - January 2014
Enterprise Bank & Trust 2011 - 2013
Legacy Bank, Scottsdale, AZ January 2005 - January 2011
Compass Bank April 2002 - December 2004
Skills
Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Insurance, Mutual Funds, Risk Management, Investment Advisory, Asset Allocation, Investment Strategies, Retirement, Wealth Management..., Wealth, Credit, Financial Services, Finance, Financial Planners, Securities, Private Banking, Financial Advisory, Mortgage Lending, Professional..., Strategic Planning, Asset Management, 401k, Professional Experience
Education
College of Charleston 1969 — 1972
Medical Technology, Medical Technology
Beacon Pointe Wealth Advisors April 2015 - Present
Versant Capital Management, Inc. August 2011 - April 2015
GenSpring Family Offices January 2009 - August 2011
Inlign Wealth Management, LLC April 2007 - January 2009
FBR Investment Management, Inc. May 2005 - April 2007
Fidelity Investments January 2000 - May 2005
Skills
Investment Operations, Client Relationship..., High Net Worth..., Wealth Management, Investment Advisory, Portfolio Management, Financial Planning, Trading, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Asset Management, Investment Management, Series 63, Hedge Funds, Alternative Investments, Securities, Retirement Planning, Series 65, CRM Databases
Education
Arizona State University 1994 — 1999
Bachelor's, Exercise Science
Hamner Law Offices LP 2014 - Present
Beacon Pointe Wealth Advisors 2013 - 2014
UC Irvine Health March 2013 - August 2013
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Sociology