Alisha Renee Rosenthal
Portfolio Manager-Aktien bei Beacon Pointe Advisors LLC
Profil
Ms. Alisha R.
Rosenthal is a Partner & Managing Director at Beacon Pointe Advisors LLC.
Prior to joining Beacon Pointe Advisors, she was a senior financial advisor with Rosenthal Retirement Planning for over 12 years.
Prior to joining the Rosenthal team in 2006, she held positions in the staffing industry as well as the financial services industry.
She received her degree in English from the University of Texas at Austin.
She has earned the CERTIFIED FINANCIAL PLANNER certification and the Certified Retirement Counselor certification.
Aktive Positionen von Alisha Renee Rosenthal
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 02.11.2021 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |