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Rick Miller
Gestionnaire de Portefeuille-Actions chez
Beacon Pointe Advisors LLC
Profil
Dr. Frederick H.
Miller is a Founder at Sensible Financial Planning & Management LLC.
He is also the Chief Executive Officer of the firm.
He founded the firm in April 2002.
Dr. Miller was previously employed as a Senior Vice President by Deutsche Bank Investment Management, Inc., a Principal by Mercer Management Consulting, Inc., a Principal by Braxton Associates, and a Professor by The Johns Hopkins University.
Early in his career, he was a business consultant specializing in financial services.
He dealt with regulators, industry experts, and senior executives.
This allowed him to see financial product marketing from the inside.
Later, at Scudder Investments, he learned the inner workings of mutual funds and developed a financial planning business plan for one of the investment firm’s largest institutional clients.
In 2009, he was a member of both the Trends in Financial Planning and Job Analysis task forces of The Certified Financial Planner Board of Standards.
He earned his Ph.D.
in economics at the University of Chicago.
He is a CFP certificant, and a member of both NAPFA, the National Association of Personal Financial Advisors, where he has served as the program director for the Boston chapter and on the faculty of NAPFA University, and the Financial Planning Association.
Postes actifs de Rick Miller
| Sociétés | Poste | Début |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Gestionnaire de Portefeuille-Actions | 01/10/2025 |
Anciens postes connus de Rick Miller
| Sociétés | Poste | Fin |
|---|---|---|
Sensible Financial Planning & Management LLC
 Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Directeur Général | 01/10/2025 |
Scudder Investment /Retirement Plan Recordkeeping Operations/
 Scudder Investment /Retirement Plan Recordkeeping Operations/ Miscellaneous Commercial ServicesCommercial Services Provides retirement plan recordkeeping services | Corporate Officer/Principal | 31/12/2001 |
Deutsche Bank Investment Management, Inc.
 Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | Corporate Officer/Principal | 31/12/2001 |
Mercer Management Consulting, Inc.
 Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | 31/12/1997 |
Braxton Associates
 Braxton Associates Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | 31/12/1993 |
Formation de Rick Miller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Deutsche Bank Investment Management, Inc.
Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | Finance |
Mercer Management Consulting, Inc.
Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Braxton Associates
Braxton Associates Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
Scudder Investment /Retirement Plan Recordkeeping Operations/
Scudder Investment /Retirement Plan Recordkeeping Operations/ Miscellaneous Commercial ServicesCommercial Services Provides retirement plan recordkeeping services | Commercial Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
