Bearing Point Capital

Mark Rosenkranz is a CFA® charterholder with 11 years of industry experience. He is currently with JNBA Financial Advisors, LLC and has previously worked at RBC Capital Markets, LLC and Craig-Hallum Capital Group. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm employs a team-based approach with a range of strategies involving equities, fixed income, mutual funds, ETFs, and covered calls, and provides specialized services such as family office solutions and business consulting for professional athletes.

Spencer Goldsmith is a financial advisor at Bearing Point Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 44 North Capital Management, Hector Turf, and U.S. Bancorp Investments. In addition to his advisory role, he provides consulting services outside of the firm. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm uses a comprehensive assessment process and primarily fundamental analysis to construct customized portfolios across a wide range of securities and investment vehicles.

Douglas Dirks is a financial advisor at Bearing Point Capital in Bloomington, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include extensive tenure at Morgan Stanley Private Bank and Wells Fargo in various capacities over nearly two decades. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach emphasizing fundamental analysis to construct customized portfolios across a broad range of securities and alternative investments.

Gregg Huberty is a CFP® with 13 years of industry experience, currently serving as an advisor at Bearing Point Capital. Prior to joining Bearing Point Capital, he worked at Morgan Stanley in various roles from 2015 to 2024. He also serves as a trustee and co-trustee for a trust in Prior Lake, Minnesota. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a client-specific approach that considers financial condition, risk profile, tax factors, and goals, using fundamental and technical analysis to build customized portfolios across a diverse range of securities and investment vehicles.

Patrick Smith is a financial advisor at Bearing Point Capital with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. for nine years. Outside of his advisory role, he is involved in a musical group called Surreal McCoys, which recently produced a CD generating royalties. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive client assessment and primarily fundamental analysis to construct customized portfolios, offering a broad range of securities and alternative investments.

Thomas Hawley is a financial advisor at Bearing Point Capital with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bearing Point Capital in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach using fundamental and technical analysis to construct customized portfolios across a broad range of securities and investment vehicles.