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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 uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | 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.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
11
Relazioni di 1° grado
3
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 uses various investment strategies in managing clients’ assets. Each client's investment strategy is based on the client's unique investment goals and risk tolerance. They use various methods of analysis and sources of information in formulating investment advice. The methods of analysis are primarily based on economic and company/fund fundamental analysis as well as economic cyclicality. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
