Michael Harry Kane
Gestore di Portafoglio-Azioni presso Beacon Pointe Advisors LLC
Profilo
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.
Posizioni attive di Michael Harry Kane
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/04/2021 |
Precedenti posizioni note di Michael Harry Kane
Società | Posizione | Fine |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 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. ^ | Gestore di Portafoglio-Azioni | 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 |
Formazione di Michael Harry Kane
Southern Methodist University | Masters Business Admin |
Babson College | Undergraduate Degree |
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 | 4 |
---|---|
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 |
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 |
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 |
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