Stephen Marshall Location
United States
Stephen Marshall Work
- 2017 - now Director, Head of Asset Allocation @ Beacon Pointe
- 2003 - 2017 Managing Director @ Wilshire Advisors LLC
- 2000 - 2003 Associate @ Willis
- 1999 - 2000 Actuarial Analyst @ Mercer
Stephen Marshall Education
- University of New Orleans1994 - 1999
- Pasadena High School
Stephen Marshall Skills
- Compass
- Asset Allocation
- Asset Management
- Derivatives
- Equities
- Financial Analysis
- Financial Modeling
- Fixed Income
- Institutional Investments
- Investment Management
Stephen Marshall Summary
Stephen Marshall, based in United States, is currently a Director, Head of Asset Allocation at Beacon Pointe Advisors. Stephen Marshall brings experience from previous roles at Wilshire Consulting, Towers Perrin and Mercer. Stephen Marshall holds a 1994 - 1999 University of New Orleans. With a robust skill set that includes Compass, Asset Allocation, Asset Management, Derivatives, Equities and more. Stephen Marshall has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Beacon Pointe Employees
-
Shannon Eusey
CEO and Co-Founder at Beacon Pointe
Newport Beach, CA, US25+ -
Karisa Diephouse
Chief Operating Officer at Beacon Pointe
Mission Viejo, CA, US11 -
Mike Breller
Managing Director, Institutional Consulting at Beacon Pointe
Newport Beach, CA, US55+ -
James Davenport
Managing Director, Partner at Beacon Pointe
Newport Beach, CA, US23 -
Rocky Lin
Managing Director at Beacon Pointe
San Jose, CA, US34 -
Indya Yuill
Managing Director at Beacon Pointe
Los Angeles, CA, US23 -
Don Hertling
Managing Director, Partner at Beacon Pointe
New York, NY, US15+ -
Chitra Staley
Managing Director at Beacon Pointe
Waltham, MA, US15+ -
Jill Steinberg
Managing Director and Partner at Beacon Pointe
Bala Cynwyd, PA, US25+ -
Brandt Kuhn
Managing Director and Partner at Beacon Pointe
Palm Desert, CA, US23 -
Andrew Reinhardt
Managing Director at Beacon Pointe
Phoenix, AZ, US25+ -
Chris Palermo
Managing Director at Beacon Pointe
Phoenix, AZ, US25+
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