Derek Thomas Newcomer
Directeur van Onderzoek - Eigen Vermogen bij Beacon Pointe Advisors LLC
Actieve functies van Derek Thomas Newcomer
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. | Analyst-Equity | 01-03-2010 | - |
Directeur van Onderzoek - Eigen Vermogen | 01-03-2010 | - | |
Lid van de Investeringscommissie | 01-03-2010 | - |
Loopbaan van Derek Thomas Newcomer
Eerdere bekende functies van Derek Thomas Newcomer
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Corporate Officer/Principal | - | - |
Port Street Investments LLC
Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Portefeuillebeheerder-Aandelen | 01-01-2015 | - |
Opleiding van Derek Thomas Newcomer
University of California, Santa Cruz | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
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 |
Port Street Investments LLC
Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Finance |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Finance |