M

Matt Thompson's
email & phone

Current Position:

Principal, Wealth Advisor at Beacon Pointe

Experience:

21 years

Location:

Dallas, Texas, United States

How to contact Matt Thompson

emailt***********t@beaconpointe.com
phone+1-***-***-0914
LinkedIn
Instagram
Skype

Work Experience

Principal, Wealth Advisor at Beacon Pointe

Nov 2024 - Current

Vice President - Wealth Manager at WhiteRock Wealth Management

Sep 2021 - Dec 2024

Director at Lee & Associates Dallas/Fort Worth

Dec 2015 - Dec 2021

Senior Associate at Colliers Toronto, Canada

May 2004 - Nov 2015

Matt Thompson started working in 2004, then the employee has changed 3 companies and 3 jobs. On average, Matt Thompson works for one company for 5 years 6 months.

Education

Bachelors at SMU Cox School of Business

Jesuit/Ursuline

Current Company Information Beacon Pointe

Name: Beacon Pointe

Speciality: Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, Private Foundations

Location: Newport Beach, CA, United States

Employees: 500-1000

Description: Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individua...

Frequently Asked Questions

What is Matt Thompson's minimum period of employment in the companies?

Matt Thompson's minimum period of employment in various companies is 3 years 3 months.

What is Matt Thompson's average duration of employment for different companies?

On average, Matt Thompson works for one company for 6 years 11 months

What industries has Matt Thompson worked in?

Matt Thompson works in the Financial Services. Previously, Matt Thompson worked in the Real Estate.

What positions has Matt Thompson held before?

Previously, Matt Thompson worked as a Vice President - Wealth Manager, and Director, and Senior Associate.

How do I contact Matt Thompson?

Matt Thompson's email address is t***********t@beaconpointe.com, phone number is +1-***-***-0914. Sign up to get contact details.

Who is the President/CEO/Director of the Beacon Pointe?

The President/CEO/Director of the Beacon Pointe is Marc Wolff

Who are Matt Thompson's peers at other companies?

Matt Thompson's peers at other companies are Marianne Rodriguez and Jack Zinn III and Terrence Kelly
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Matt Thompson Namesakes

Name
Company
Position
M
Southeast Dubois Schools
Principal
M
Cambiar Consulting LLC
Principal
M
BAT LANYARD
Musician
M
Senior IT Programmer Analyst
M
endorsed by Tama, Paiste, Vic Firth, and Remo
Touring and studio drummer
M
Meadow Lane Rehabilitation and Healthcare Center
Maintenance Supervisor
M
Creative Director
M
MillerKnoll
Strategic Relationship Executive

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