Jason Scott Overholtzer
Director of Research - Equity at Beacon Pointe Advisors LLC
Jason Scott Overholtzer active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 31/01/2014 | - |
| Director of Research - Equity | 31/01/2014 | - | |
| Investment Committee Member | 31/01/2014 | - |
Career history of Jason Scott Overholtzer
Former positions of Jason Scott Overholtzer
| Companies | Position | Start | End |
|---|---|---|---|
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Analyst-Equity | 04/09/2011 | 31/12/2013 |
| Director of Research - Equity | 31/05/2011 | 31/12/2013 | |
| Investment Committee Member | 04/09/2011 | 31/12/2013 | |
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. | Corporate Officer/Principal | 31/12/2001 | - |
Canterbury Consulting Group, Inc.
 Canterbury Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Canterbury Consulting Group, Inc. provides training and educational services to corporations, government entities, religious organizations, and university clients. The firm offers protection services, computer software training and management, professional training, and personality development courses. The company was founded in 1981 and is headquartered in Medford, NJ. | Corporate Officer/Principal | 31/12/1999 | - |
Training of Jason Scott Overholtzer
| California State University-Fullerton | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 2 |
| Director of Research - Equity | 2 |
| Investment Committee Member | 2 |
Sectoral
| Finance | 3 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
Canterbury Consulting Group, Inc.
Canterbury Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Canterbury Consulting Group, Inc. provides training and educational services to corporations, government entities, religious organizations, and university clients. The firm offers protection services, computer software training and management, professional training, and personality development courses. The company was founded in 1981 and is headquartered in Medford, NJ. | Commercial Services |
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. | Finance |
