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Michael Dow, CAIA, CFA®
Chief Investment Officer
Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group. He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago. Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst, received his certificate to practice as a CPA (inactive) and is a member of the CFA and CAIA Societies of Chicago. He is married and has four children, and lives with his wife in Western Springs, Illinois. *CPA license is inactive
-1.png "Julien Frazzo")
Julien Frazzo
Deputy Chief Investment Officer
Julien is the Deputy Chief Investment Officer of Beacon Pointe Advisors and a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-four years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and five years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a Master’s degree in Accounting and Finance and a Postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Long Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.
Nick Colletta, CAIA, CFA®
Senior Associate, Investment Research
Nick Colletta is a Senior Associate, Investment Research at Beacon Pointe Advisors, and a member of the Beacon Pointe Investment Committee. In his role as a member of the Beacon Pointe Investment Research Department, Nick conducts due diligence on investment opportunities, performs macroeconomic research, and focuses on risk management for the portfolios. Prior to joining Beacon Pointe Advisors, Nick was the Chief Investment Officer for Bridge Advisory (which was acquired by Beacon Pointe in 2024), where he spearheaded the firm’s investment process, conducted in-depth economic research and provided comprehensive market analyses for clients. Nick is a seasoned investment professional, holding both the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA®) designations. He earned a bachelor’s degree in finance with a minor in Economics and a master’s degree in Information Systems with a concentration in Data Science. Outside of the office, Nick enjoys reading, working out, watching Netflix, and spending time with friends and family.