Sarten Reifel
Gestionnaire de Portefeuille-Actions chez Beacon Pointe Advisors LLC
Profil
Ms. Karen M.
Reifel is a Senior Wealth Advisor at Beacon Pointe Advisors LLC.
She is responsible for managing client relationships for Beacon’s Private Client Group.
Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, she is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.
She serves as Board Director for the Beacon Pointe Women’s Advisory Institute.
She has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.
She earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.
Postes actifs de Sarten Reifel
| Sociétés | Poste | Début |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
Formation de Sarten Reifel
| California State University-Fullerton | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
