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Andy Stern
Gestionnaire de Portefeuille-Actions chez Beacon Pointe Advisors LLC
Postes actifs de Andy Stern
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/04/2023 | - |
Historique de carrière de Andy Stern
Anciens postes connus de Andy Stern
Sociétés | Poste | Début | Fin |
---|---|---|---|
YorkBridge Wealth Partners LLC
![]() YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Fondateur | 01/06/2016 | 31/03/2023 |
Gestionnaire de Portefeuille-Actions | 01/06/2016 | 31/03/2023 | |
Smith Barney Asset Management | Gestionnaire de Portefeuille-Actions | 25/07/2005 | 25/07/2005 |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Gestionnaire de Portefeuille-Actions | 02/07/2013 | - |
Formation de Andy Stern
Emory University | Undergraduate Degree |
New York University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Smith Barney Asset Management | Finance |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
YorkBridge Wealth Partners LLC
![]() YorkBridge Wealth Partners LLC Investment ManagersFinance YorkBridge Wealth Partners LLC (YorkBridge) is an investment management firm headquartered in New York City. The firm was founded by Andy Stern in 2016. They were acquired by Beacon Pointe Advisors LLC in 2023. YorkBridge offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | 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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