Beacon Pointe adds Director to their Research Team expanding asset allocation efforts.  

Newport Beach, California – May 15, 2017 – Beacon Pointe Advisors has hired a Director within their Research Department this month. Leaving Wilshire Associates, Stephen Marshall has joined Beacon Pointe Advisors.

“Stephen was exactly whom we were looking for – his leadership and expertise will immediately add value to our clients’ portfolios, and Stephen will be a phenomenal addition to our Research Team,” stated Garth Flint, CEO of Beacon Pointe Advisors.

In his new role at Beacon Pointe, Stephen will lead the firm’s asset allocation efforts focusing on portfolio modeling and construction as well as become a significant contributor to current research and due diligence efforts.  His addition will help Beacon Pointe continue to stay on the forefront of asset allocation modeling theories.

Stephen stated, “I am excited to be joining a recognized industry leader made up of such great people. There is a focus on guiding institutional clients on propelling their missions forward and assisting private clients with their most important financial decisions.”

Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.  As the head of asset allocation, 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. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models.  He has an actuarial background, and brings more than 17 years of experience in asset/liability analysis to Beacon Pointe.  Stephen, graduated from the University of New Orleans with a B.S. in Mathematics.  He speaks frequently on asset allocation and risk-related topics at industry conferences.

About Beacon Pointe’s Advisors:

Beacon Pointe Advisors was founded in 2002 and is now one of the largest independent investment advisory (RIA) firms in the nation with over $8.5 billion in assets under management (as of 12/31/16). Beacon Pointe is headquartered in Newport Beach, California, with multiple office locations and clients located across the country. Clients have long relied on Beacon Pointe’s professional consultants to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, and evaluate fund performance. For more information on Beacon Pointe’s Institutional Consulting Services, please visit: www.bpadvisors.com/institutions. Twitter Handle: @BPInstitutional

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