Mike Breller
Lid van de Investeringscommissie bij Beacon Pointe Advisors LLC
Oorsprong van het eerstegraads netwerk van Mike Breller
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
24
| Holding Company | Investment Managers | 24 |
Boise State University
17
| College/University | Other Consumer Services | 17 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Mike Breller via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
| PACIFIC MERCANTILE BANCORP | Regional Banks | Director/Board Member | |
| PCS EDVENTURES!, INC. | Miscellaneous Commercial Services | President | |
| BANC OF CALIFORNIA, INC. | Regional Banks | Director/Board Member | |
Canterbury Consulting, Inc.
 Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Founder Corporate Officer/Principal Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Nuance Investments LLC
 Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Analyst-Equity | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sunwest Bank
 Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Regional Banks | Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Investment Managers | Corporate Officer/Principal | |
| California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree | |
| Loma Linda University | College/University | Graduate Degree | |
| Pacific Union College | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Riverside | College/University | Undergraduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| University of Central Arkansas | College/University | Undergraduate Degree | |
| University of Mississippi | College/University | Undergraduate Degree | |
Loma Linda University Medical Center
 Loma Linda University Medical Center Medical/Nursing ServicesHealth Services Loma Linda University Medical Center provides health care services. Its services include behavioral medicine, neurology, laboratory, pediatrics, rehabilitation, urology, and wellness services. The company was founded on July 9, 1967 and is headquartered in Loma Linda, CA. | Medical/Nursing Services | Corporate Officer/Principal | |
Allied Container Systems, Inc.
 Allied Container Systems, Inc. Metal FabricationProducer Manufacturing Allied Container Systems, Inc. provides containerized training structures. Its products and services include container-based and modular construction of urban training complexes, specialized tactical training facilities, live immersive training, and mobile training and range support facilities. Allied Container Systems was founded in 1992 by Susan and Brian Horsfall and is headquartered in Walnut Creek, CA. | Metal Fabrication | Comptroller/Controller/Auditor | |
BRAC Centre
 BRAC Centre Miscellaneous Commercial ServicesCommercial Services BRAC operates as a non-governmental development organization. It offers disaster management and climate change, health, nutrition and population, water, sanitation and hygiene, education, migration, skills development, governance, management and capacity building, economic development and social protection services. The company was founded in 1972 and is headquartered in Dhaka, Bangladesh. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Newport Beach LLC
 Newport Beach LLC Specialty StoresRetail Trade Newport Beach LLC operates as an automotive dealer. | Specialty Stores | Corporate Officer/Principal | |
Beacon Pointe LLC
 Beacon Pointe LLC Services to the Health IndustryHealth Services Beacon Pointe LLC provides counseling services. The private company is based in Edmond, OK. The company was founded in 2009 by Shannon Flint Eusey, Garth Kevin Flint. Shannon Flint Eusey has been the CEO since 2009. | Services to the Health Industry | Founder Chief Executive Officer President | |
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. | Investment Managers | President Portfolio Manager-Equities | |
| McCombs School of Business | College/University | Masters Business Admin | |
| Girl Scouts of Orange County | Director/Board Member | ||
| Young Presidents Organization (Orange County Chapter) | Corporate Officer/Principal | ||
National Network to End Domestic Violence
 National Network to End Domestic Violence Miscellaneous Commercial ServicesCommercial Services National Network to End Domestic Violence is a non-profit organization. It focuses on creating a social, political, and economic environment in which violence against women no longer exists. The company was founded in 1990 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Canada | 2 |
| Bangladesh | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 15 |
| Commercial Services | 5 |
| Health Services | 3 |
| Industrial Services | 2 |
Operationeel
| Corporate Officer/Principal | 56 |
| Undergraduate Degree | 36 |
| Director/Board Member | 35 |
| Portfolio Manager-Equities | 19 |
| Investment Committee Member | 14 |
Sterkste connecties
| Insiders | |
|---|---|
| Azra Kanji | 21 |
| Shannon Eusey | 15 |
| Tanwir Rahman | 13 |
| Jon N. Couture | 10 |
| Bradley Dixon | 10 |
| Thomas Myhre | 7 |
| Marcell King | 7 |
| Brandon Taylor | 6 |
| Andy Stern | 6 |
| Mick R. Jackson | 6 |
| Michael Gaffney Dow | 6 |
| Dan Gus | 6 |
| Michael Harry Kane | 6 |
| William Gates | 5 |
| Scott Stettler | 5 |
- Beurs
- Insiders
- Mike Breller
- Bedrijfsconnecties
