NEWPORT BEACH, CA, March 15, 2023 – Beacon Pointe’s Institutional Consulting Group is excited to announce that William (Bill) Thompson has joined the team to help serve existing institutional client relationships and foster new partnerships with additional nonprofit organizations.
Mike Breller, Beacon Pointe’s Managing Director of Institutional Consulting, shares, “Bill brings not only a wealth of experience advising larger institutional clients, but he also has demonstrated a passion for helping organizations achieve their mission-oriented objectives. Additionally, Bill is dedicated to giving back to his community, something we take pride in at Beacon Pointe. I have every confidence Bill will be a great fit for Beacon Pointe and our clients.”
Beacon Pointe’s Institutional Consulting Group has been serving institutional clients since firm inception in 2002. The team advocates solely for a diverse group of clients that include endowments and foundations, educational institutions, faith-based organizations, healthcare organizations, and defined contribution plans. With a growing portfolio of clients, Beacon Pointe is proud to introduce Bill Thompson as a new consultant to the expanding Institutional Consulting team.
Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. Bill advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization.
Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill works and resides in the San Francisco Bay Area with his wife and three children.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California. With 47 office locations and clients located throughout the country, Beacon Pointe manages approximately $25 billion in assets (as of December 31, 2022). Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutional clients, defined contribution plans, and private clients. As a fiduciary, we utilize a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients. For more information on Beacon Pointe’s institutional consulting, please visit: www.beaconpointe.com.
