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Mike Breller

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Mike Breller

Managing Director, Institutional Consulting | Beacon Pointe

Newport Beach, California, United States

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Mike Breller

Summary

Mike Breller is an accomplished Managing Director at Beacon Pointe Advisors, specializing in institutional consulting and investment advisory services. With a strong background in asset allocation and portfolio management, he expertly guides clients through the complexities of investment strategies tailored to their unique goals. His experience spans over two decades in the financial sector, where he has built a reputation for delivering comprehensive financial planning and research-driven investment solutions. Mike is passionate about fostering client relationships and ensuring that organizations navigate market cycles effectively. His previous roles at notable firms have honed his skills in business development and client service, making him a trusted advisor for high-net-worth individuals and institutions alike. Outside of work, Mike is committed to continuous learning and keeping abreast of emerging trends in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Mike Breller

Work Experience

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Managing Director, Institutional Consulting at

Beacon Pointe

December 2012 - Present

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Vice President, Investment Consultant at

Beacon Pointe Advisors

August 2010 - December 2012

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Investment Advisor at

Signature Resources

January 2010 - July 2010

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Fund Specialist/Financial Analyst at

Capital Group

March 2001 - July 2009

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Research Associate at

Capital Group

October 1998 - March 2001

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Financial Advisor at

Roby Financial

April 1996 - August 1998

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Mike Breller

Education

Boise State University, Bachelor’s Degree

January 1996

Frequently Asked Questions about Mike Breller

What is Mike Breller email address?

Mike Breller's primary email address is ********@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mike Breller work for?

Mike Breller is a Managing Director, Institutional Consulting at Beacon Pointe, a company specializing in Management consulting services.

Where Mike Breller graduated from?

Mike Breller holds a degree in Finance from Boise State University.

How can I directly contact Mike Breller?

To contact Mike Breller directly, you can use the email address ********@beaconpointe.com. Complete contact information is available upon registration with Muraena.

Who is Mike Breller?

Mike Breller is an accomplished Managing Director at Beacon Pointe Advisors, specializing in institutional consulting and investment advisory services. With a strong background in asset allocation and portfolio management, he expertly guides clients through the complexities of investment strategies tailored to their unique goals. His experience spans over two decades in the financial sector, where he has built a reputation for delivering comprehensive financial planning and research-driven investment solutions. Mike is passionate about fostering client relationships and ensuring that organizations navigate market cycles effectively. His previous roles at notable firms have honed his skills in business development and client service, making him a trusted advisor for high-net-worth individuals and institutions alike. Outside of work, Mike is committed to continuous learning and keeping abreast of emerging trends in the financial industry.

Mike`s contact details

mail

********@beaconpointe.com

********@bpadvisors.com

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