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Michael Harry Kane
Portefeuillebeheerder-Aandelen bij Beacon Pointe Advisors LLC
Actieve functies van Michael Harry Kane
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-04-2021 | - |
Loopbaan van Michael Harry Kane
Eerdere bekende functies van Michael Harry Kane
Bedrijven | Functie | Begin | Einde |
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Wealthstreet Investment Advisors LLC
![]() Wealthstreet Investment Advisors LLC Investment ManagersFinance Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. | Portefeuillebeheerder-Aandelen | 01-01-2017 | 01-04-2021 |
Gerald L. Ray & Associates Ltd.
![]() Gerald L. Ray & Associates Ltd. Investment ManagersFinance Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^ | Portefeuillebeheerder-Aandelen | 01-02-2009 | 19-03-2018 |
Weisberg & Fields, Inc.
![]() Weisberg & Fields, Inc. Investment ManagersFinance Weisberg & Fields, Inc. (WF) is a Dallas-based registered investment advisor. | Chief Investment Officer | 01-01-1999 | 15-02-2009 |
Portefeuillebeheerder-Aandelen | 01-01-1999 | 15-02-2009 | |
President | 01-01-1999 | 15-02-2009 |
Opleiding van Michael Harry Kane
Southern Methodist University | Masters Business Admin |
Babson College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Portfolio Manager-Equities | 4 |
Chief Investment Officer | 1 |
President | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Weisberg & Fields, Inc.
![]() Weisberg & Fields, Inc. Investment ManagersFinance Weisberg & Fields, Inc. (WF) is a Dallas-based registered investment advisor. | Finance |
Gerald L. Ray & Associates Ltd.
![]() Gerald L. Ray & Associates Ltd. Investment ManagersFinance Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^ | 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 |
Wealthstreet Investment Advisors LLC
![]() Wealthstreet Investment Advisors LLC Investment ManagersFinance Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. | Finance |
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