Michael Dow, Cpa, Cfa, Caia
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Michael Dow, Cpa, Cfa, Caia Email & Phone Number

Chief Investment Officer at Beacon Pointe
Location: Newport Beach, California, United States 7 work roles 3 schools
1 work email found @bpadvisors.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email m****@bpadvisors.com
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Current company
Beacon Pointe
Role
Chief Investment Officer
Location
Newport Beach, California, United States
Company size
186 employees

Who is Michael Dow, Cpa, Cfa, Caia? Overview

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Quick answer

Michael Dow, Cpa, Cfa, Caia is listed as Chief Investment Officer at Beacon Pointe, a with 186 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at bpadvisors.com and a matched LinkedIn profile for Michael Dow, Cpa, Cfa, Caia.

Michael Dow, Cpa, Cfa, Caia previously worked as Managing Director, Senior Portfolio Manager at Ubs and Managing Director, Senior Portfolio Manager at Reams Asset Management. Michael Dow, Cpa, Cfa, Caia holds Master Of Business Administration (Mba), Finance from The University Of Chicago Booth School Of Business.

Company email context

Email format at Beacon Pointe

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*@bpadvisors.com
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AeroLeads found 1 current-domain work email signal for Michael Dow, Cpa, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Michael Dow, Cpa, Cfa, Caia

Beacon Pointe is an investment consulting firm that takes a comprehensive approach to helping endowments, foundations, institutions and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their portfolios and wealth.

Listed skills include Mutual Funds, Derivatives, Fixed Income, Asset Management, and 6 others.

Current workplace

Michael Dow, Cpa, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Chief Investment Officer
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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7 roles

Michael Dow, Cpa, Cfa, Caia work experience

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

Chief Investment Officer

Current
Beacon Pointe

Newport Beach, Ca

Responsible for strategy development, macroeconomic research, asset allocation, and manager research across the Beacon Pointe institutional and private client platform. With 300+ employees and $25+ billion in assets under advisement, Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the United States. We provide full service financial planning and research driven investments to institutions, defined contribution plans, individuals and families. Our mission: to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.

Nov 2018 - Present

Managing Director, Senior Portfolio Manager

Ubs

Chicago, Il

UBS Global Asset ManagementHead of Emerging Market Corporate Debt 2014-September 2017Head of Sovereign Credit Research 2012-2015Head of US Core and Core PLUS Bond 2008-2012

Feb 2008 - Sep 2017

Managing Director, Senior Portfolio Manager

Reams Asset Management

Senior Fixed Income Portfolio Manager (Low Duration and Core Bond)Business Development

Mar 2003 - Dec 2004

Portfolio Manager And Account Manager

Pimco

Investment Grade Corporate Bond Portfolio ManagerNational Sales Manager, PIMCO FundsConsultant Relations GroupCyclical Forum Lead - Monetary Policy and N. American Forecast

Apr 1995 - Mar 2003

Fixed Income Sales And Trading

Salomon Brothers Inc

New York And Los Angeles

Corporate Bond and US Rate SalesPrivate Investment Department (HNW)

May 1993 - Apr 1995

Insurance & Investment Sales And Business Financial Analyst

Citi

Chicago, Illinois, United States

Manager of the Citibank Chicago Insurance & Investment Sales Group (1991-1993)Financial Analyst in the FP&A Department (1989-1991)

May 1989 - May 1993

Senior Accountant

Kpmg Us

Chicago, Illinois, United States

Senior Auditor

Aug 1986 - May 1989
Team & coworkers

Colleagues at Beacon Pointe

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

ED Emily-Cam Dang Emily-Cam Dang Colleague at Beacon PointeIrvine, California, United States View → CS Commie Stevens, Jd Commie Stevens, Jd Colleague at Beacon PointeNewport Beach, California, United States View → EC Eric Changelian Eric Changelian Colleague at Beacon PointeWoburn, Massachusetts, United States View → NB Noah Babin Noah Babin Colleague at Beacon PointeSan Diego, California, United States View → DM David Monsees David Monsees Colleague at Beacon PointeGreater Seattle Area, United States View → RK Renee Katz Renee Katz Colleague at Beacon PointeLake Elmo, Minnesota, United States View → LH Lynette Heil, Cpa Lynette Heil, Cpa Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States View → KA Kristian Albornoz, Cima®, Cfp® Kristian Albornoz, Cima®, Cfp® Colleague at Beacon PointeColumbia, Maryland, United States View → BK Brandt Kuhn, Cfp® Brandt Kuhn, Cfp® Colleague at Beacon PointePalm Desert, California, United States View → GH Gabriel Husain Kennan Gabriel Husain Kennan Colleague at Beacon PointeCosta Mesa, California, United States View →
3 education records

Michael Dow, Cpa, Cfa, Caia education

FAQ

Frequently asked questions about Michael Dow, Cpa, Cfa, Caia

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

What company does Michael Dow, Cpa, Cfa, Caia work for?

Michael Dow, Cpa, Cfa, Caia works for Beacon Pointe.

What is Michael Dow, Cpa, Cfa, Caia's role at Beacon Pointe?

Michael Dow, Cpa, Cfa, Caia is listed as Chief Investment Officer at Beacon Pointe.

What is Michael Dow, Cpa, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @bpadvisors.com for Michael Dow, Cpa, Cfa, Caia at Beacon Pointe.

Where is Michael Dow, Cpa, Cfa, Caia based?

Michael Dow, Cpa, Cfa, Caia is based in Newport Beach, California, United States while working with Beacon Pointe.

What companies has Michael Dow, Cpa, Cfa, Caia worked for?

Michael Dow, Cpa, Cfa, Caia has worked for Beacon Pointe, Ubs, Reams Asset Management, Pimco, and Salomon Brothers Inc.

Who are Michael Dow, Cpa, Cfa, Caia's colleagues at Beacon Pointe?

Michael Dow, Cpa, Cfa, Caia's colleagues at Beacon Pointe include Emily-Cam Dang, Commie Stevens, Jd, Eric Changelian, Noah Babin, and David Monsees.

How can I contact Michael Dow, Cpa, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Michael Dow, Cpa, Cfa, Caia at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Michael Dow, Cpa, Cfa, Caia attend?

Michael Dow, Cpa, Cfa, Caia holds Master Of Business Administration (Mba), Finance from The University Of Chicago Booth School Of Business.

What skills is Michael Dow, Cpa, Cfa, Caia known for?

Michael Dow, Cpa, Cfa, Caia is listed with skills including Mutual Funds, Derivatives, Fixed Income, Asset Management, Investment Management, Global Fixed Income, Portfolio Management, and Investment Strategies.

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