Michael Harry Kane
Gestor de Cartera-Acciones en Beacon Pointe Advisors LLC .
Perfil
Mr. Michael H.
Kane, CFA MBA, is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He has over 30 years of investment experience.
He has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals.
He earned a B.S.
in Finance from Babson College, an M.B.A.
from Southern Methodist University and he is a holder of the Chartered Financial Analyst designation.
Cargos activos de Michael Harry Kane
Empresas | Cargo | Inicio |
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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. | Gestor de Cartera-Acciones | 01/04/2021 |
Antiguos cargos conocidos de Michael Harry Kane.
Empresas | Cargo | Fin |
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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. | Gestor de Cartera-Acciones | 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. ^ | Gestor de Cartera-Acciones | 19/03/2018 |
Weisberg & Fields, Inc.
Weisberg & Fields, Inc. Investment ManagersFinance Weisberg & Fields, Inc. (WF) is a Dallas-based registered investment advisor. | Presidente | 15/02/2009 |
Formación de Michael Harry Kane.
Southern Methodist University | Masters Business Admin |
Babson College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 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 |
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 |
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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