Current Position:
Principal, Wealth Advisor at Beacon PointeExperience:
21 yearsLocation:
Dallas, Texas, United StatesNov 2024 - Current
Sep 2021 - Dec 2024
Dec 2015 - Dec 2021
May 2004 - Nov 2015
Bachelors at SMU Cox School of Business
Jesuit/Ursuline
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...
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 monthsWhat 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 WolffWho are Matt Thompson's peers at other companies?
Matt Thompson's peers at other companies are Marianne Rodriguez and Jack Zinn III and Terrence KellyFind email for 850M+ professionals