Rusty Pierce

Portfolio Manager-Aktien bei Beacon Pointe Advisors LLC

68 Jahre

Finance

Consumer Services

Aktive Positionen von Rusty Pierce

Unternehmen	Position	Beginn	Ende
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.	Portfolio Manager-Aktien	01.09.2023	-

Unternehmen	Position	Beginn	Ende
Oxbow Advisors LLC Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.	Analyst-Equity	01.02.2011	01.07.2023
	Mitglied des Investmentausschusses	01.02.2011	01.07.2023
	Portfolio Manager-Aktien	01.02.2011	01.07.2023
Roger H. Jenswold & Co., Inc. Roger H. Jenswold & Co., Inc. Investment ManagersFinance Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments.	Analyst-Equity	01.07.1997	30.04.2010
	Geschäftsführer	01.07.1997	30.04.2010
	Portfolio Manager-Aktien	01.07.1997	30.04.2010

Southern Methodist University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	4
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	3
Roger H. Jenswold & Co., Inc. Roger H. Jenswold & Co., Inc. Investment ManagersFinance Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments.	Finance
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.	Finance
Oxbow Advisors LLC Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.	Finance