CoverProfile

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
View more

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

Profile Photo
Rocky Daigle
Partner, Managing Director
CS
Chitra Staley
Managing Director
Profile Photo
Alex Kassouf
Senior Wealth Advisor
Profile Photo
Karen Reifel
Senior Wealth Advisor and Women Advisory Institute Board Director

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation