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
Bob Van Wetter
Partner & Managing Director
Profile Photo
John Gray
Chief Financial Officer
Profile Photo
Alex Kassouf
Senior Wealth Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation