Michael Gaffney Dow

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 09/2017
  Ubs Asset Management
  Chicago, IL
• 10/2017 → 10/2018
  Unemployed
  Chicago, IL
• 11/2018 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2003-06-17 → 2004-11-05
  Reams Asset Management Co Llc
  Columbus, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-10
• S63 Uniform Securities Agent State Law Examination
  1993-03-12

Designations

• Chartered Financial Analyst