Profil
Mr. William B.
Rosenthal is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth.
He is a member of the Financial Planning Association.
After two years with a large financial services firm, he established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors.
He has earned CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Certified Retirement Counselor and Certified Fund Specialist.
Aktive Positionen von Burk 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
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Börsennotierte Unternehmen
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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 |
