Andrew Mescon Email and Phone Number
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I currently serve as the Chief Executive Officer of Ballast Rock Private Wealth (an entity of the Ballast Rock Group). Our firm is an independently run, Registered Investment Advisor that provides holistic financial planning and investment management services to accredited, high-net-worth individuals and their families.Specifically, Ballast Rock Private Wealth aims to deliver objective, institutional-level guidance with a particular focus on alternative investments. In this capacity, we leverage the extensive private market expertise of Ballast Rock Asset Management to develop tailored investment strategies that incorporate a broad range of private equity, private real estate, private credit, and venture capital opportunities.Ballast Rock Group is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community.
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Chief Executive OfficerBallast Rock Private Wealth Sep 2022 - PresentThe needs of high-net-worth individuals go beyond what most wealth managers provide with traditional liquid market portfolio management strategies. Ballast Rock Private Wealth was born with the understanding that knowledge of private-market opportunities adds a layer of diversification and volatility reduction to investors’ portfolios. As a client of Ballast Rock Private Wealth, our wealth managers keep in mind what’s important to you: family, financial security, growth, and future goals. With a focus on individuals and families, business owners, entrepreneurs and family offices seeking objective, unbiased guidance, with a particular focus on alternative investments. Ballast Rock Private Wealth operates as part of Ballast Rock Group, which has deep experience in private equity, real estate, and venture capital investing. For more information, please visit us at ballastrockpw.com.
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Vice President Of Wealth ManagementIntegrity Financial Corporation Jun 2013 - Sep 2022Malibu, Ca, Us -
Lbo Originations AssociateWells Fargo Sep 2007 - Oct 2009San Francisco, California, Us- Provided quantitative and qualitative analysis on prospective specialty lending opportunities for Wells Fargo Foothill, LLC- Prepared and pitched preliminary offering memorandums, for prospective lending opportunities, to the Executive Credit Committee- Supported lead generation activities through regular communication with new and existing referral sources.- Direct report to Managing Director -
Corporate Credit AnalystOld Hill Partners Jan 2005 - Aug 2007Darien, Ct, Us- Utilized fundamental credit analysis techniques to evaluate investment merit of bank loans under consideration for inclusion in a $200 million syndicated loan portfolio (CLO).- Monitored and analyzed industry reports, company-specific financial data and research reports, and press releases relevant to securities within the CLO loan portfolio.- Established professional relationships with institutional sales reps, credit analysts, and loan traders at partner investment banks and rating agencies.- Developed and maintained databases pertaining to loan pricing data, deal amortization schedules, transaction covenant grids and other various aspects of securities within the CLO loan portfolio.- Streamlined data collection and file organization processes.- Assisted in the development and ongoing modification of proprietary financial models.
Andrew Mescon Skills
Andrew Mescon Education Details
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Pepperdine Graziadio Business SchoolFinance -
Columbia | SipaPublic Finance
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Trinity College-HartfordPolitical Science
Frequently Asked Questions about Andrew Mescon
What company does Andrew Mescon work for?
Andrew Mescon works for Ballast Rock Private Wealth
What is Andrew Mescon's role at the current company?
Andrew Mescon's current role is Chief Executive Officer at Ballast Rock Private Wealth.
What is Andrew Mescon's email address?
Andrew Mescon's email address is an****@****ine.edu
What is Andrew Mescon's direct phone number?
Andrew Mescon's direct phone number is +191788*****
What schools did Andrew Mescon attend?
Andrew Mescon attended Pepperdine Graziadio Business School, Columbia | Sipa, Trinity College-Hartford.
What skills is Andrew Mescon known for?
Andrew Mescon has skills like Financial Modeling, Portfolio Management, Investments, Finance, Strategy, Leadership, Project Management, Financial Statement Analysis, Fundraising, Business Development, Management, Team Management.
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