Ben McGloin
Managing Director, Partner at Beacon Pointe Advisors
- Role
- Partner, Managing Director at Beacon Pointe
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Ben McGloin
I help high-net-worth families, individuals, institutions, and business owners make the…
Experience
Partner, Managing Director
Sep 2023 — Present · Newport Beach, CA, US
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
Dublin City University
Business Studies
Trinity College, Dublin
Computer Science
Skills
- Financial Services
- Financial Analysis
- Fixed Income
- Financial Modeling
- Wealth Management Services
- Asset Management
- Offshore Investments
- Hedge Funds
- Bloomberg
- Wealth Management
- Holistic Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Capital Markets
- Series 7
- Investments
- Equities
- Financial Planning
- Alternative Investments
- Tax Efficiency
- Securities
- Portfolio Management
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