Stephen Marshall contributor to the Beacon Pointe investment research and due diligence efforts
Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting. In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. He was instrumental in developing Wilshire’s proprietary Cost-RiskOptimization and Dynamic De-Risking models. Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe. He graduated from the University of New Orleans with a B.S. in Mathematics. He speaks frequently on asset allocation and risk-related topics at industry conferences. Stephen lives with his two sons in Orange, California.
Stephen is a mathematician and an investment researcher by day, but his real passion is people. Prior to his current career, he taught high school math in his home town of New Orleans.
He loves to hike, cook, and explore our state, our beautiful country (he’s been to all 50 states) and the world.
Stephen still loves to teach, and is going on his ninth school year as a volunteer tutor in Santa Ana.
Stephen lives in Newport Beach, but remains a boy of the bayou and visits his home when he can for crawfish or a bowl of gumbo.