Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jason Scott Overholtzer | M | - |
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. | 20 years |
| Derek Thomas Newcomer | M | - |
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. | 14 years |
| Mike Breller | M | - |
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. | 14 years |
| Jonathan Theodore Acosta | M | - |
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. | 11 years |
| Sarten Reifel | F | - |
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. | 13 years |
| Gabriel Husain Kennan | M | - |
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. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Miguel Elgueta Giaconi | M | - |
Metropolitan West Capital Management LLC
 Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 13 years |
| Kirk Hartman | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | - |
| John Robert Workman | M | - |
Pepperdine University
| 7 years |
| Sandra Lynn Incontro | F | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 11 years |
| Gregory Suess | M | 52 |
Pepperdine University
| 5 years |
| Karen Chung-ok Heifferon | F | - |
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. | - |
| Martin Ouzounov | M | - |
American University in Bulgaria
| 12 years |
| John David Sigmon | M | - |
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. | - |
| Milena Izmirlieva | F | - |
American University in Bulgaria
| 4 years |
| Greg H. Jones | M | - |
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. | - |
| Russell R. Mohberg | M | - |
Pepperdine University
| 2 years |
| Matt Tight | M | - |
Pepperdine University
| 4 years |
| Kurt M. Hartman | M | 51 |
Pepperdine University
| 3 years |
| Cheryl Marzano | F | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 5 years |
| Michael Presicci | M | - |
Pepperdine University
| 3 years |
| Kristen M. Webster | F | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 9 years |
| Ed Oberholtzer | M | - |
Pepperdine University
| 2 years |
| Luke Johnson | M | - |
Pepperdine University
| 2 years |
| Rossen Borisov Hadjiev | M | 52 |
American University in Bulgaria
| 4 years |
| Louis Molinari | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 7 years |
| Alex S. Kohara | M | - |
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. | 11 years |
| Robert Nathaniel Park | M | - |
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. | 1 years |
| Jim W. Cravotta | M | - |
Pepperdine University
| 2 years |
| John F. Chin | M | 58 |
Pepperdine University
| 2 years |
| Mohammad Hayat | M | 49 |
Pepperdine University
| 4 years |
| Natalie Foster | F | - |
Pepperdine University
| 10 years |
| Emilian Belev | M | - |
American University in Bulgaria
| 4 years |
| Zak Edson | M | - |
Pepperdine University
| 4 years |
| Josh Oder | M | 48 |
Pepperdine University
| 3 years |
| Bill Vitti | M | - |
Pepperdine University
| 3 years |
| Matthew Fuller | M | - |
Pepperdine University
| 4 years |
| Ben McGraw | M | - |
Pepperdine University
| 4 years |
| Jeffrey Scott Elvander | M | 55 |
Pepperdine University
| 2 years |
| Kyle Kamrooz | M | - |
Pepperdine University
| 3 years |
| Arno Puskar | M | - |
Pepperdine University
| 3 years |
| David J. Ramirez | M | - |
Pepperdine University
| 4 years |
| Hristo S. Stefanov | M | 50 |
American University in Bulgaria
| 4 years |
| Faty Khusumo | F | 49 |
Pepperdine University
| 4 years |
| Andrew X. Wang | M | 69 |
Pepperdine University
| 2 years |
| Xian Hua Li | M | 50 |
Pepperdine University
| 2 years |
| Robert Ronstadt | M | 82 |
Pepperdine University
| 6 years |
| Steven C. Bailey | M | 70 |
Pepperdine University
| 3 years |
| Todd Stender | M | - |
Pepperdine University
| 2 years |
| Heidi L. Wieczorek | F | - |
Pepperdine University
| 4 years |
| William Humphries | M | 57 |
Pepperdine University
| 2 years |
| Maria Catalina Llinás-Gustafson | F | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 8 years |
| Pranav M. Rawal | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 12 years |
| Teri May McCasland | F | - |
Pepperdine University
| 4 years |
| Julio Cesar Bonilla | M | - |
Pepperdine University
| 2 years |
| Jeffrey Peck | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 12 years |
| Ned Davis | M | - |
Pepperdine University
| 2 years |
| Samir Sikka | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 10 years |
| Brian B. Goodwin | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 8 years |
| Syndia K. Attardo | F | - |
Pepperdine University
| 2 years |
| Michael Long | M | - |
Pepperdine University
| 2 years |
| Anthony Rutherford Danaher | M | 57 |
Pepperdine University
| 2 years |
| Stephen Cord | M | - |
Pepperdine University
| 2 years |
| David Rex Moore | M | - |
Pepperdine University
| 2 years |
| Daniel Tomov | M | - |
American University in Bulgaria
| 4 years |
| Rich Beeber | M | - |
Pepperdine University
| 4 years |
| Vassil Terziev | M | - |
American University in Bulgaria
| 5 years |
| Sean David Mikaelian | M | 61 |
Pepperdine University
| 2 years |
| Blair Weisbecker | F | - |
Pepperdine University
| 4 years |
| Julia Hartz | F | 44 |
Pepperdine University
| 4 years |
| Bogdan Cosmaciuc | M | - |
American University in Bulgaria
| 4 years |
| Michael A. Klass | M | - |
Pepperdine University
| 4 years |
| Linden Letcher | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 11 years |
| Christopher Hetrick | M | 45 |
Pepperdine University
| 4 years |
| Mikhail Khabarov | M | 53 |
Pepperdine University
| 2 years |
| Zem Spire Joaquin | F | - |
Pepperdine University
| 2 years |
| Wing Keong Siew | M | 73 |
Pepperdine University
| 2 years |
| Suzzanne R. Cotsakos | F | - |
Pepperdine University
| 4 years |
| Jake Gilden | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 9 years |
| Brad Kovnat | M | - |
Pepperdine University
| 2 years |
| Bruce Daniel Honicky | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | 11 years |
| Daniel A. Kostel | M | - |
Metropolitan West Capital Management LLC
Metropolitan West Capital Management LLC Investment ManagersFinance Founded in 1997, Metropolitan West Capital Management LLC (MetWest) is a registered investment advisor located in Newport Beach, California. The firm is a subsidiary of Wells Fargo Bank NA and their ultimate parent is Wells Fargo & Co., Inc. (NYSE: WFC). They manage investment portfolios for clients throughout the U.S. and abroad. | - |
| Ervin Luga | M | - |
American University in Bulgaria
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 74 | 89.16% |
| Bulgaria | 9 | 10.84% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ellie Koleva Chizmarova
- Personal Network
