David A. Massart
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David A. Massart Email & Phone Number

Managing Director, Partner at Beacon Pointe at Beacon Pointe
Location: Milwaukee, Wisconsin, United States 6 work roles 1 school
1 work email found @beaconpointe.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@beaconpointe.com
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Current company
Beacon Pointe
Role
Managing Director, Partner at Beacon Pointe
Location
Milwaukee, Wisconsin, United States
Company size
186 employees

Who is David A. Massart? Overview

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Quick answer

David A. Massart is listed as Managing Director, Partner at Beacon Pointe at Beacon Pointe, a company with 186 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at beaconpointe.com and a matched LinkedIn profile for David A. Massart.

David A. Massart previously worked as Partner, Managing Director at Beacon Pointe and President | CIO at Next Generation Wealth Management, Inc. David A. Massart holds Bachelor Of Science, Business Management from University Of Minnesota.

Company email context

Email format at Beacon Pointe

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{first_initial}{last}@beaconpointe.com
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AeroLeads found 1 current-domain work email signal for David A. Massart. Compare company email patterns before reaching out.

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Profile bio

About David A. Massart

I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing

Listed skills include Wealth Management, Comprehensive Wealth Management, Retirement Planning, Risk Management, and 8 others.

Current workplace

David A. Massart's current company

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Beacon Pointe
Beacon Pointe
Managing Director, Partner at Beacon Pointe
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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6 roles · 33 years

David A. Massart work experience

A career timeline built from the work history available for this profile.

Partner, Managing Director

Current
Beacon Pointe

Milwaukee, Wisconsin, United States

On January 1, 2022, Next Generation Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service.

Jan 2022 - Present

President | Cio

Next Generation Wealth Management, Inc

Milwaukee, WI

  • At NEXT GENERATION WEALTH MANAGEMENT, we hold in trust you and your family’s financial future as if it were our own. Our mission as trusted advisors is to walk with you in achieving your vision of financial success.
  • NG Wealth is an independent, SEC registered, Milwaukee, Wisconsin-based wealth manager focused on helping families achieve their investment and lifestyle goals.
  • Founded in 2005 on the humble premise that wealth management advice should not be influenced to sell products.The NG Wealth team has developed a comprehensive platform that integrates expert investment knowledge.
  • Investment Management
  • Retirement Planning
  • Tax Planning
2005 - Jan 2022

Sr Vice President, Managing Director

Strong Private Client

Strong Capital Management (SCM) was a $29 billion investment management firm founded by Richard Strong. SCM provided asset management for institutions and individuals via mutual funds / private accounts.Headquarters were in Milwaukee, Wisconsin.

2002 - 2005 ~3 yrs

Vp, Portfolio Manager

Wells Fargo Investments

Actively managed equity and fixed income investment strategies for business owners, high net worth individuals and non-profit organizations on a discretionary basis.

1998 - 2002 ~4 yrs

Financial Consultant

Citigroup
1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

MJ Michael J. Weil, Cfp®, Cima® Michael J. Weil, Cfp®, Cima® Colleague at Beacon Pointe Greater Milwaukee, United States View → MA Matt Armistead, Cima®, Cfp® Matt Armistead, Cima®, Cfp® Colleague at Beacon Pointe Scottsdale, Arizona, United States, United States View → AG Alisa G. Alisa G. Colleague at Beacon Pointe Bala-Cynwyd, Pennsylvania, United States, United States View → RM Ryan Mcenerney Ryan Mcenerney Colleague at Beacon Pointe Greater Phoenix Area, United States View → AL Amber Lembo Amber Lembo Colleague at Beacon Pointe Palm Desert, California, United States, United States View → ND Nichole Diaz, Mba Nichole Diaz, Mba Colleague at Beacon Pointe Riverside, California, United States, United States View → EK Elaine Kirchner Elaine Kirchner Colleague at Beacon Pointe Altamonte Springs, Florida, United States, United States View → CP Chris Palermo, Cfa, Cfp® Chris Palermo, Cfa, Cfp® Colleague at Beacon Pointe Greater Phoenix Area, United States View → JH Janic Hoyuela, Cpfa Janic Hoyuela, Cpfa Colleague at Beacon Pointe Greater New Orleans Region, United States View → LA Laine Ainsworth, Cfp® Laine Ainsworth, Cfp® Colleague at Beacon Pointe Newport Beach, California, United States, United States View →
1 education record

David A. Massart education

FAQ

Frequently asked questions about David A. Massart

Quick answers generated from the profile data available on this page.

What company does David A. Massart work for?

David A. Massart works for Beacon Pointe.

What is David A. Massart's role at Beacon Pointe?

David A. Massart is listed as Managing Director, Partner at Beacon Pointe at Beacon Pointe.

What is David A. Massart's email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for David A. Massart at Beacon Pointe.

Where is David A. Massart based?

David A. Massart is based in Milwaukee, Wisconsin, United States while working with Beacon Pointe.

What companies has David A. Massart worked for?

David A. Massart has worked for Beacon Pointe, Next Generation Wealth Management, Inc, Strong Private Client, Wells Fargo Investments, and Merrill Lynch.

Who are David A. Massart's colleagues at Beacon Pointe?

David A. Massart's colleagues at Beacon Pointe include Michael J. Weil, Cfp®, Cima®, Matt Armistead, Cima®, Cfp®, Alisa G., Ryan Mcenerney, and Amber Lembo.

How can I contact David A. Massart?

You can use AeroLeads to view verified contact signals for David A. Massart at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did David A. Massart attend?

David A. Massart holds Bachelor Of Science, Business Management from University Of Minnesota.

What skills is David A. Massart known for?

David A. Massart is listed with skills including Wealth Management, Comprehensive Wealth Management, Retirement Planning, Risk Management, Asset Management, Asset Allocation, Investment Strategies, and Financial Management Experience.

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