CoverProfile

Mike Breller

Managing Director, Institutional Consulting

Beacon Pointe Advisors

United States, California, Newport Beach

About Me

Mike is a managing director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In t

View more

Profile Information

Managing Director, Institutional Consulting

Beacon Pointe Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

Sep 30, 2024

More profiles to browse

CC
Charles Carrick
Partner & Managing Director
Profile Photo
Samuel Mitchell
Senior Wealth Advisor
Profile Photo
Steven Bright
Partner & Senior Wealth Advisor
WB
Walter Bond
Partner, Managing Director

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management