Duncan Earl Rolph
Portefeuillebeheerder-Aandelen bij Miracle Mile Advisors LLC
Profiel
Mr. Duncan E.
Rolph is a Managing Partner at Miracle Mile Advisors LLC.
He has over 25 years of professional experience in advising high net worth families.
He and his team advise high net worth families on investment policy development, tax-advantaged portfolio construction, asset allocation, risk management, and wealth transfer planning.
Prior to Miracle Mile, Mr. Rolph was Managing Director for the West Coast Region.
Previously, he managed and built a company to co-found Dealersource, Inc., a software company that he later sold to Imaging Portals.
He is a Board Member and Head of the Finance and Investment Committee for the Santa Monica-Malibu Education Foundation and Independent Board Member for the Southern California Orthopedic Institute Foundation.
He is actively involved in Big Brothers Big Sisters of Greater Los Angeles, and was also a founding member of the Milken Institute Young Leaders Circle.
Mr. Rolph received his Bachelor of Arts degree with honors from Northwestern University and his MBA from the University of Chicago.
Additionally, he holds his Certified Financial Planner (CFP®) designation.
Actieve functies van Duncan Earl Rolph
| Bedrijven | Functie | Begin |
|---|---|---|
Miracle Mile Advisors LLC
 Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Portefeuillebeheerder-Aandelen | 01-12-2011 |
Eerdere bekende functies van Duncan Earl Rolph
| Bedrijven | Functie | Einde |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Portefeuillebeheerder-Aandelen | - |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Corporate Officer/Principal | 01-01-2008 |
DealerSource, Inc.
 DealerSource, Inc. Finance/Rental/LeasingFinance Part of Konica Minolta, Inc., DealerSource, Inc. is a company that leases business equipment. The company is based in Chicago, IL. DealerSource was acquired by Imaging Portals, Inc., part of Konica Minolta, Inc. from September 07, 2006 on February 14, 2001. | Corporate Officer/Principal | - |
Opleiding van Duncan Earl Rolph
| Northwestern University | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
DealerSource, Inc.
DealerSource, Inc. Finance/Rental/LeasingFinance Part of Konica Minolta, Inc., DealerSource, Inc. is a company that leases business equipment. The company is based in Chicago, IL. DealerSource was acquired by Imaging Portals, Inc., part of Konica Minolta, Inc. from September 07, 2006 on February 14, 2001. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Finance |
