Profiel
Ms. Mary F.
Bakhaus is a Senior Financial Life Advisor at Telemus Capital LLC.
She has been a member of the Telemus team since the company acquired Beacon Investment Company in 2006.
Prior to the acquisition, she was a co-founder of Beacon Investment Company and has over 35 years of financial and investment experience.
As a Senior Financial Life Advisor, She serves the firm in multiple capacities.
She works with high-net-worth individuals and institutional investors to help them define and meet their financial life goals.
In addition, she serves as a Senior Portfolio Manager where she is responsible for managing the firm’s taxable and blended fixed income strategy.
She is also a voting member on the firm’s investment committee.
Ms. Bakhaus was employed as a Founding Member by Beacon Asset Management LLC and an Investment Broker by PaineWebber, Inc.
She was graduated from Wayne State University.
Actieve functies van Mary Bakhaus
| Bedrijven | Functie | Begin |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Lid van de Investeringscommissie | 01-08-2013 |
Eerdere bekende functies van Mary Bakhaus
| Bedrijven | Functie | Einde |
|---|---|---|
| Beacon Asset Management LLC | Corporate Officer/Principal | 31-12-2005 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
| Beacon Asset Management LLC | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
| PaineWebber, Inc. | Finance |
