Rusty Pierce
Portfolio Manager-Equities at Beacon Pointe Advisors LLC
Rusty Pierce 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 | 2023-08-31 | - |
Career history of Rusty Pierce
Former positions of Rusty Pierce
Companies | Position | Start | End |
---|---|---|---|
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 | 2011-01-31 | 2023-06-30 |
Investment Committee Member | 2011-01-31 | 2023-06-30 | |
Portfolio Manager-Equities | 2011-01-31 | 2023-06-30 | |
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 | 1997-06-30 | 2010-04-29 |
Chief Operating Officer | 1997-06-30 | 2010-04-29 | |
Portfolio Manager-Equities | 1997-06-30 | 2010-04-29 |
Training of Rusty Pierce
Southern Methodist University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Chief Operating Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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 |
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