Brandon Rath
from Newport Beach, CA
Brandon Rath Phones & Addresses
- Newport Beach, CA
Work
-
Company:Ubs private wealth managementOct 2012
-
Position:Senior portfolio wealth associate
Education
-
School / High School:Southwestern University School of Law- Los Angeles, CA2003
-
Specialities:J.D.
Skills
Private Equity • Due Diligence • Venture Capital • Mergers and Acquisitions • Strategy • Investments • Entrepreneurship • Management • Equities • Asset Management • Alternative Investments • Valuation • Start Ups • Corporate Finance • Strategic Planning • Executive Management • Mergers • Financial Services • Financial Analysis • Corporate Development • Hedge Funds • Financial Modeling • Securities • Business Strategy • Financial Advisory • Asset Managment • Corporate Governance • Private Placements • Finance • Family Office • Capital Markets • Investment Management • Asset Allocation • Investment Strategies • Real Estate • Joint Ventures • Negotiation • Restructuring • Bloomberg • Strategic Partnerships • Business Development • Competitive Analysis • Wealth Management
Languages
English
Interests
Arts and Culture • Health
Industries
Investment Management
Resumes
Member
view sourceLocation:
Newport Beach, CA
Industry:
Investment Management
Work:
Private Real Estate Investment Group
Member
Private Family Office 2016 - Aug 2018
Chief Investment Officer
Beacon Bay Holdings 2014 - 2016
Vice President
Ubs 2012 - 2014
Senior Associate
Private Family Office 2008 - 2012
Executive Vice President
Member
Private Family Office 2016 - Aug 2018
Chief Investment Officer
Beacon Bay Holdings 2014 - 2016
Vice President
Ubs 2012 - 2014
Senior Associate
Private Family Office 2008 - 2012
Executive Vice President
Education:
Southwestern Law School 2000 - 2003
Doctor of Jurisprudence, Doctorates, Law Uc Irvine 1995 - 2000
Doctor of Jurisprudence, Doctorates, Law Uc Irvine 1995 - 2000
Skills:
Private Equity
Due Diligence
Venture Capital
Mergers and Acquisitions
Strategy
Investments
Entrepreneurship
Management
Equities
Asset Management
Alternative Investments
Valuation
Start Ups
Corporate Finance
Strategic Planning
Executive Management
Mergers
Financial Services
Financial Analysis
Corporate Development
Hedge Funds
Financial Modeling
Securities
Business Strategy
Financial Advisory
Asset Managment
Corporate Governance
Private Placements
Finance
Family Office
Capital Markets
Investment Management
Asset Allocation
Investment Strategies
Real Estate
Joint Ventures
Negotiation
Restructuring
Bloomberg
Strategic Partnerships
Business Development
Competitive Analysis
Wealth Management
Due Diligence
Venture Capital
Mergers and Acquisitions
Strategy
Investments
Entrepreneurship
Management
Equities
Asset Management
Alternative Investments
Valuation
Start Ups
Corporate Finance
Strategic Planning
Executive Management
Mergers
Financial Services
Financial Analysis
Corporate Development
Hedge Funds
Financial Modeling
Securities
Business Strategy
Financial Advisory
Asset Managment
Corporate Governance
Private Placements
Finance
Family Office
Capital Markets
Investment Management
Asset Allocation
Investment Strategies
Real Estate
Joint Ventures
Negotiation
Restructuring
Bloomberg
Strategic Partnerships
Business Development
Competitive Analysis
Wealth Management
Interests:
Arts and Culture
Health
Health
Languages:
English
Brandon Rath Costa Mesa, CA
view sourceWork:
UBS Private Wealth Management
Oct 2012 to 2000
Senior Portfolio Wealth Associate Viceroy Capital Advisors, LLC
San Diego, CA
Jun 2011 to Oct 2012
Managing Member acting
Oct 2008 to Oct 2012 Richardson & Patel, LLP
Los Angeles, CA
Apr 2008 to Sep 2008
Associate The Catalyst Law Group, PLLC
San Diego, CA
May 2006 to Mar 2008
Senior Associate, Head of Corporate and Securities Practice Group California, San Diego, Business School
Seattle, WA
Nov 2004 to Apr 2006
Liaison Equity Pictures Media Funds, Private Equity Firm
Los Angeles, CA
Jan 2003 to Oct 2004
Analyst Morgan Stanley Dean Witter
Costa Mesa, CA
Aug 1998 to Jun 2000
Intern, Broker Trainee Program
Oct 2012 to 2000
Senior Portfolio Wealth Associate Viceroy Capital Advisors, LLC
San Diego, CA
Jun 2011 to Oct 2012
Managing Member acting
Oct 2008 to Oct 2012 Richardson & Patel, LLP
Los Angeles, CA
Apr 2008 to Sep 2008
Associate The Catalyst Law Group, PLLC
San Diego, CA
May 2006 to Mar 2008
Senior Associate, Head of Corporate and Securities Practice Group California, San Diego, Business School
Seattle, WA
Nov 2004 to Apr 2006
Liaison Equity Pictures Media Funds, Private Equity Firm
Los Angeles, CA
Jan 2003 to Oct 2004
Analyst Morgan Stanley Dean Witter
Costa Mesa, CA
Aug 1998 to Jun 2000
Intern, Broker Trainee Program
Education:
Southwestern University School of Law
Los Angeles, CA
2003
J.D. University of California
Irvine, CA
2000
B.A. in Economics
Los Angeles, CA
2003
J.D. University of California
Irvine, CA
2000
B.A. in Economics
Lawyers & Attorneys
Brandon Thomas Rath, Lake Forest CA - Lawyer
view sourceOffice:
22636 Spring Lake Ln., Lake Forest, CA
ISLN:
918347396
Admitted:
2004
University:
University of California, B.A.
Law School:
Southwestern Law School, J.D.
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Myspace
Youtube
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