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Joel B
Series 63, Series 65
San Francisco, CA
East Shore Investment Management LLC
Joel Beam is the sole advisor at East Shore Investment Management LLC in San Francisco, CA. He holds the Series 63 and Series 65 licenses and has over three years of experience in advisory roles. Prior to founding East Shore Investment Management, he worked at Salient Partners for 12 years and has been the managing member of HV Capital LLC since 2005, which owns his firm and manages his personal investments. East Shore Investment Management LLC provides discretionary asset management and consulting services to institutional investors and high-net-worth individuals, focusing on real estate securities across equity, debt, and hybrid instruments. The firm employs a fundamental analysis approach with active portfolio monitoring and utilizes leverage and derivatives, offering model portfolio recommendations to other advisers.
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