Andy Stern
Portfolio Manager-Equities at Beacon Pointe Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Shannon Eusey | F | 54 |
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. | 22 years |
| Jason Scott Overholtzer | M | - |
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. | 10 years |
| Derek Thomas Newcomer | M | - |
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. | 14 years |
| Felix Lin | M | - |
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. | 22 years |
| Jonathan Theodore Acosta | M | - |
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. | 11 years |
| Michael Gaffney Dow | M | - |
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. | 6 years |
| Garth Kevin Flint | M | - |
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. | 22 years |
| Matt Cooper | M | - |
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. | 22 years |
| Mollie Flint Rosing | F | - |
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. | 22 years |
| Mike Breller | M | - |
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. | 14 years |
| Alisha Renee Rosenthal | F | - |
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. | 3 years |
| Burk Rosenthal | M | - |
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. | 3 years |
| William Gates | M | - |
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. | 1 years |
| Chilton Varner | F | 81 |
Emory University
| 29 years |
| Sarten Reifel | F | - |
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. | 13 years |
| Claire L. Gaudiani | M | 79 |
New York University
| 20 years |
| Tina Surh | F | - |
New York University
| 19 years |
| Thomas J. Lawley | M | 77 |
Emory University
| 28 years |
| Michael Harry Kane | M | - |
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. | 3 years |
| Gabriel Husain Kennan | M | - |
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. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dora Lee | F | - |
New York University
| 6 years |
| Young Min Ban | M | - |
New York University
| 4 years |
| Kevin Caliendo | M | - |
Smith Barney Asset Management
| 2 years |
| Kristine F. Treglia | F | - |
New York University
| 5 years |
| Peter D. Eberhart | M | - |
Emory University
| 3 years |
| Mathew Farrell Kirschner | M | - |
Emory University
New York University
| 8 years |
| John Beczak | M | - |
New York University
| 3 years |
| Edwin Poston | M | 57 |
Emory University
| 4 years |
| Walter L. Pitts | M | - |
New York University
| 6 years |
| Kent Vance Bailey | M | - |
Smith Barney Asset Management
| 2 years |
| Italo Andres Zanzi | M | 50 |
Emory University
| 3 years |
| Kal Gabriel | M | - |
New York University
| 4 years |
| Debbie Rice | F | - |
New York University
| 4 years |
| Isaac B. El Husseini | M | - |
New York University
| 1 years |
| Kunjan Chikhlikar | M | - |
New York University
| 4 years |
| Arjun Nanda | M | - |
New York University
| 4 years |
| Yaroslav Jerry Lvovich | M | - |
New York University
| 2 years |
| Imtiaz Koujalgi | M | - |
New York University
| 3 years |
| Patrick Chatkupt | M | - |
New York University
| 4 years |
| Shannon Groff | F | - |
New York University
| 2 years |
| Joseph Handelman | M | - |
New York University
| 3 years |
| Margot Asher Kleinman | F | - |
New York University
| 1 years |
| Natalie Ulloa | F | - |
New York University
| 2 years |
| Marybeth Degen Henry | F | - |
New York University
| 2 years |
| Earl Heffintrayer | M | - |
New York University
| 2 years |
| Matt Epstein | M | 41 |
New York University
| 4 years |
| Gregory Maxon | M | - |
New York University
| 3 years |
| Ashley S Alber | F | - |
New York University
| 3 years |
| Daniel Schlussler | M | - |
New York University
| 3 years |
| Adrian Grant | M | - |
New York University
| 4 years |
| Mark Ryan Nodelman | M | - |
New York University
| 2 years |
| Elliot J. Chambers | M | 51 |
New York University
| 2 years |
| Ryan Kass | M | - |
New York University
| 1 years |
| Alex Liu | M | 42 |
New York University
| 4 years |
| Andrew Goon | M | - |
New York University
| 4 years |
| Joshua T. Kennedy | M | - |
New York University
| 2 years |
| Andrew Ronald Hanover | M | - |
New York University
| 4 years |
| Krzysztof Nyzio | M | - |
New York University
| 4 years |
| Brian A. Rogers | M | - |
New York University
| 2 years |
| Roy S. Eappen | M | - |
New York University
| 4 years |
| Harvey Lei | M | - |
New York University
| 4 years |
| Alan S. Kotaev | M | - |
New York University
| 2 years |
| Matthew G. Pallai | M | - |
New York University
| 1 years |
| Devin Scott Nomellini | M | - |
New York University
| 2 years |
| Stephen Chang | M | - |
New York University
| 4 years |
| Polly Sung | F | - |
New York University
| 2 years |
| Andrew Schwartz | M | - |
New York University
| 4 years |
| Hollie Marston | F | - |
New York University
| 2 years |
| King Jang | M | - |
New York University
| 4 years |
| David B. Hughes | M | - |
New York University
| 2 years |
| Roman A. Batichtchev | M | - |
New York University
| 6 years |
| Matthew F. Dowgert | M | - |
New York University
| 3 years |
| John H. Kim | M | - |
New York University
| 4 years |
| Shawn Bevec | M | - |
New York University
| 2 years |
| John Patrick McMullan | M | 50 |
New York University
| 2 years |
| Robert Allen Wolf | M | - |
New York University
| 2 years |
| Mayank Singh | M | - |
New York University
| 2 years |
| Gregg Bordes | M | - |
New York University
| 4 years |
| Brian Kapetanis | M | - |
New York University
| 4 years |
| Charlotte H. Ng | F | - |
New York University
| 4 years |
| Nikhil K. Khetarpal | M | - |
New York University
| 4 years |
| Chris J. Smith | M | - |
New York University
| 2 years |
| Bryan J. Murray | M | - |
New York University
| 4 years |
| Krish Daftary | M | - |
New York University
| 4 years |
| Nick Bacchus | M | - |
New York University
| 4 years |
| Michael McCune | M | - |
New York University
| 2 years |
| Bryan Huang | M | - |
New York University
| 3 years |
| Tiffany Hsia | F | - |
New York University
| 4 years |
| Vickie Nauman | F | - |
New York University
| 2 years |
| John H. Galbraith | M | - |
New York University
| 2 years |
| Matthew J. Keating | M | - |
New York University
| 2 years |
| Shay David | M | 51 |
New York University
| 1 years |
| Yaoxian Chew | M | - |
New York University
| 3 years |
| Justin Ryvicker | M | - |
New York University
| 2 years |
| Aaron Seth Meyer | M | - |
New York University
| 2 years |
| Mike McCartan | M | - |
New York University
| 3 years |
| Neil Dutta | M | - |
New York University
| 4 years |
| Alina Koval | F | - |
New York University
| 3 years |
| Michal Tsur-Shalev | M | 51 |
New York University
| 3 years |
| James V. Brusco | M | - |
New York University
| 1 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Andy Stern
- Personal Network
