Derek Thomas Newcomer
Direktor der Forschung - Eigenkapital bei Beacon Pointe Advisors LLC
Aktive Positionen von Derek Thomas Newcomer
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Analyst-Equity | 01.03.2010 | - |
Direktor der Forschung - Eigenkapital | 01.03.2010 | - | |
Mitglied des Investmentausschusses | 01.03.2010 | - |
Karriereverlauf von Derek Thomas Newcomer
Ehemalige bekannte Positionen von Derek Thomas Newcomer
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Corporate Officer/Principal | - | - |
Port Street Investments LLC
Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Portfolio Manager-Aktien | 01.01.2015 | - |
Ausbildung von Derek Thomas Newcomer
University of California, Santa Cruz | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
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 |
Port Street Investments LLC
Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Finance |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Finance |
- Börse
- Insiders
- Derek Thomas Newcomer
- Erfahrung