Rusty Pierce
Portfolio Manager-Equities at Beacon Pointe Advisors LLC
Profile
Mr. Alexander W.
Pierce, III, is a Partner & Senior Wealth Advisor at Beacon Pointe Advisors LLC.
Mr. Pierce From 1997 until 2023, he served as a Research Analyst and Portfolio Manager for two Texas-based investment management firms registered with the Securities and Exchange Commission.
He has also previously held the additional responsibilities of Chief Operating Officer and Chief Compliance Officer.
He received his undergraduate degree from Southern Methodist University with a B.B.A in finance.
Rusty Pierce active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2023-08-31 |
Former positions of Rusty Pierce
| Companies | Position | End |
|---|---|---|
Oxbow Advisors LLC
 Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Analyst-Equity | 2023-06-30 |
Roger H. Jenswold & Co., Inc.
 Roger H. Jenswold & Co., Inc. Investment ManagersFinance Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments. | Chief Operating Officer | 2010-04-29 |
Training of Rusty Pierce
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Roger H. Jenswold & Co., Inc.
Roger H. Jenswold & Co., Inc. Investment ManagersFinance Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments. | Finance |
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 |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Finance |
- Stock Market
- Insiders
- Rusty Pierce
