Ben McGloin

Partner, Managing Director @Beacon Pointe

Newport Beach, CA, US
EMAILS
b•••••••@beaconpointe.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2023 — Present

Partner, Managing Director @Beacon Pointe

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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

N/A

Dublin City University

Business Studies

N/A

Trinity College, Dublin

Computer Science

SKILLS

Financial ServicesFinancial AnalysisFixed IncomeFinancial ModelingWealth Management ServicesAsset ManagementOffshore InvestmentsHedge FundsBloombergWealth ManagementHolistic Financial PlanningAsset AllocationBankingMutual FundsRisk ManagementCapital MarketsSeries 7InvestmentsEquitiesFinancial PlanningAlternative InvestmentsTax EfficiencySecuritiesPortfolio Management

ABOUT BEN MCGLOIN

I help high-net-worth families, individuals, institutions, and business owners make the…

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