San Diego Office:
Beacon Pointe Advisors
11622 El Camino Real
San Diego, CA 92130
Phone: (858) 764-2418
Fax: (949) 718-0601
Mark is responsible for working with Beacon Pointe’s Private Client Services Group. Mark assists individuals, businesses, and private foundations meet their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Mark worked as a portfolio manager at Brandes Investment Partners and was an adjunct professor of finance at the University of San Diego. Mark graduated from the University of San Diego with a BA in international relations. He also received his MBA from the University of San Diego and holds the Chartered Financial Analyst designation. Mark is married with two sons, and lives with his family in San Diego, California.
George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.
Kyle is an Operations Associate and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a customized service experience. His duties entail the creation of investment proposals, preparation of client documentation, establishment of new accounts and database management. Prior to joining Beacon Pointe in 2017, Kyle attended Willamette University earning a degree in Economics. As a member of the Williamette basketball team, Kyle served as team captain as was recognized with all-league honors. In his free time, Kyle coaches boys basketball at Corona del Mar High School and Newport Lightning Basketball Club. Originally from Salem, Oregon he enjoys traveling, cooking and spending time with his family.