Rusty Pierce

Portefeuillebeheerder-Aandelen bij Beacon Pointe Advisors LLC

68 jaar

Finance

Consumer Services

Actieve functies van Rusty Pierce

Bedrijven	Functie	Begin	Einde
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.	Portefeuillebeheerder-Aandelen	01-09-2023	-

Bedrijven	Functie	Begin	Einde
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
	Lid van de Investeringscommissie	01-02-2011	01-07-2023
	Portefeuillebeheerder-Aandelen	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
	Operationeel Directeur	01-07-1997	30-04-2010
	Portefeuillebeheerder-Aandelen	01-07-1997	30-04-2010

Southern Methodist University

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Sectoraal

Finance	4
Consumer Services	2

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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
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
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