
Stephen Marshall
Director of Asset Allocation, Investment Research team
Beacon Pointe Advisors
United States, California, Newport Beach
About Me
Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting. In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. He was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking mod
Profile Information
Director of Asset Allocation, Investment Research team
Beacon Pointe Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
May 15, 2024
More profiles to browse
Chris Palermo
Partner, Managing Director
Jonathan Acosta
Partner & Managing Director
GF
Garth Flint
Co-Founder & Partner
Graham Pierce
Managing Director, Partner, Investment Committee Member
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management