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Brent Beene
Gestionnaire de Portefeuille-Actions chez
Corient Private Wealth LLC
Profil
Mr. Jason B. Beene is a Partner at Corient Private Wealth LLC.
He joined the firm, where he was a Wealth Advisor and served as Chairman of the firm’s Board of Directors.
He has a particular focus on the unique planning and investment needs of business owners.
Mr. Beene was previously employed as a Partner, Chief Culture Officer & Wealth Advisor by RegentAtlantic Capital LLC and a Principal by Wealth Builders, Inc.
He received his BBA in Finance and an MS in Personal Financial Planning and Business Administration from Texas Tech University.
He is also holds a Certified Financial Planner designation.
Postes actifs de Brent Beene
| Sociétés | Poste | Début |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Anciens postes connus de Brent Beene
| Sociétés | Poste | Fin |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Gestionnaire de Portefeuille-Actions | 31/03/2023 |
WBI Investments LLC
 WBI Investments LLC Investment ManagersFinance WBI employs an active investment process that seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. The firm's BullBear Strategies combine their time-tested, multi-factor security selection models with their advanced dynamic trailing stop process to protect capital. They have utilized domestic stock and fixed income trend models in their quantitative management process. | Corporate Officer/Principal | - |
Formation de Brent Beene
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic manages separate client focused equity, fixed-income and balanced portfolios. The firm employs a bottom-up view on asset classes and strategies formulated from meetings with current and prospective managers are combined with top-down views on macro factors to develop asset allocation views. They invest client assets primarily in individual fixed-income securities, equity securities, ETFs, and no-load and load-waived mutual funds and private funds. | Finance |
WBI Investments LLC
WBI Investments LLC Investment ManagersFinance WBI employs an active investment process that seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles. The firm's BullBear Strategies combine their time-tested, multi-factor security selection models with their advanced dynamic trailing stop process to protect capital. They have utilized domestic stock and fixed income trend models in their quantitative management process. | Finance |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
