Andy Stern
Portfolio Manager-Equities at Beacon Pointe Advisors LLC
Andy Stern active positions
Companies | Position | Start | End |
---|---|---|---|
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-Equities | 2023-03-31 | - |
Career history of Andy Stern
Former positions of Andy Stern
Companies | Position | Start | End |
---|---|---|---|
YorkBridge Wealth Partners LLC
YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Founder | 2016-05-31 | 2023-03-30 |
Portfolio Manager-Equities | 2016-05-31 | 2023-03-30 | |
Smith Barney Asset Management | Portfolio Manager-Equities | 2005-07-24 | 2005-07-24 |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Portfolio Manager-Equities | 2013-07-01 | - |
Training of Andy Stern
Emory University | Undergraduate Degree |
New York University | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Smith Barney Asset Management | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | 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 |
YorkBridge Wealth Partners LLC
YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Finance |
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