Graham Pierce, CEO :: Mr. Pierce is the CEO of the Adviser since its founding in 2013. He is also a member of both the board of directors and the investment committee of Beacon Pointe Advisors. Mr. Pierce began in the industry more than 20 years ago and in addition to his roles at Port Street and Beacon Pointe Advisors, he is employed part time as a professor at UCI’s MerageSchool of Business. Mr. Pierce has a BA from the University of Virginia and an MBA from UCLA Anderson School of Business.
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Douglas Allison, CFA, Portfolio Manager :: Mr. Allison is the President of the Adviser since its founding in 2013. In addition, Mr. Allison serves as the Senior Managing Director and President of the Board of Directors and a member of the investment committee of Beacon Pointe Advisors. Doug has 23 years of experience in industry and is responsible for managing board activities and servicing certain institutional and private clients of the firm. Mr. Allison has a BS degree in genetics from the University of California Berkeley.
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Kevin Tanner, Portfolio Manager of the Sub-Adviser :: Mr. Tanner is the President and Chief Investment Officer of the Sub-Adviser, Saratoga Research & Investment Mgmt. Prior to founding Saratoga in 1995, Mr. Tanner was a senior portfolio manager and a senior vice president with Prudential Securities and Smith Barney. He has more than 25 years of experience as a professional money manager. Mr. Tanner earned his BS degree in economics from Santa Clara University.
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