Doug Allison, Portfolio Manager ::Mr. Allison is the President of the Advisor since its founding in 2013. In addition, since 2008, Mr. Allison has served as the Senior Managing Director and a member of the investment committee of Beacon Pointe Advisors, LLC, an SEC-registered investment advisor affiliate of the Advisor (“Beacon Pointe”). He is responsible for servicing certain institutional and private clients of Beacon Pointe. Mr. Allison has a BS degree in genetics from the University of California, Berkeley. He is a CFA charterholder and a member of the CFA Society of Orange County.
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Mike Breller, Portfolio Manager :: Mr. Breller is a Portfolio Manager for the Advisor since 2015. In addition, he serves as Managing Director of Beacon Pointe and is a member of Beacon Pointe’s Investment Committee. He is also responsible for consulting to Beacon Pointe’s institutional clients. Prior to joining Beacon Pointe in 2010, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. Mr. Breller graduated magna cum laude from Boise State University with a BBA in Finance. While at Boise State University, Mr. Breller served one year as President for the Financial Management Association, Boise State Chapter.
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Derek Newcomer, Vice President :: Mr. Newcomer is a Portfolio Manager for the Advisor since 2015. In addition, he serves as SVP of Beacon Pointe and leads its investment manager research and due-diligence process in the area of alternative investments. He is also a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe in 2010, Mr. Newcomer held the role of Vice President at CRESO Capital Partners, Newport Beach, CA, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and M&A for privately held companies. During his 5 years at CRESO Capital Partners, Mr. Newcomer’s primary duties included client development as well as preliminary financial and market due diligence of investment opportunities. Mr. Newcomer currently serves on the Investment Committee of the Goodwill of Orange County. Mr. Newcomer is a graduate of UC Santa Cruz with a major in Economics/Business Management. He is a CFA charterholder and a member of the CFA Society of Orange County, and holds the designation of Chartered Alternative Investment Analyst (CAIA).
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