Profilo
Ms. Mary F.
Bakhaus is a Senior Financial Life Advisor at Telemus Capital LLC.
She has been a member of the Telemus team since the company acquired Beacon Investment Company in 2006.
Prior to the acquisition, she was a co-founder of Beacon Investment Company and has over 35 years of financial and investment experience.
As a Senior Financial Life Advisor, She serves the firm in multiple capacities.
She works with high-net-worth individuals and institutional investors to help them define and meet their financial life goals.
In addition, she serves as a Senior Portfolio Manager where she is responsible for managing the firm’s taxable and blended fixed income strategy.
She is also a voting member on the firm’s investment committee.
Ms. Bakhaus was employed as a Founding Member by Beacon Asset Management LLC and an Investment Broker by PaineWebber, Inc.
She was graduated from Wayne State University.
Posizioni attive di Mary Bakhaus
| Società | Posizione | Inizio |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Membro del Comitato di Investimento | 01/08/2013 |
Precedenti posizioni note di Mary Bakhaus
| Società | Posizione | Fine |
|---|---|---|
| Beacon Asset Management LLC | Corporate Officer/Principal | 31/12/2005 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
| Beacon Asset Management LLC | Finance |
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
| PaineWebber, Inc. | Finance |
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