50 Women Changing the World: Beacon Pointe's CEO is One of Them

Shannon Eusey – past Orange County Business Journal Women in Business Award Recipient – named to Worth Magazine’s Groundbreakers 2020: 50 Women Changing the World

Newport Beach, CA, February 21, 2020 — Shannon Eusey, Co-founder and Chief Executive Officer of Beacon Pointe Advisors, a multi-billion dollar Newport Beach-based wealth advisory firm, has been named to Worth Magazine’s Groundbreakers 2020: 50 Women Changing the World.

This is the second annual ranking produced by Worth Magazine, in which 50 women who are considered changemakers and leaders across a wide variety of industries from finance to aeronautics to art history are recognized. The listing focuses not only on women with high financial power, but those who have elicited change in ways that shift the conversation around gender equality in the workplace.

This is not the first time Eusey has been recognized for her groundbreaking work as both a businesswoman and a leader. In 2017, she was awarded the Orange County Business Journal’s Women in Business award for her achievements and community work in the Orange County area, in addition to being UC Irvine’s Lauds and Laurels award recipient in 2018.

Eusey founded Beacon Pointe Advisors in 2002 based on a business school class project. Since its founding, the firm has grown exponentially and has become one of the largest female-owned registered investment advisors in the country having gone from a single office in Newport Beach to now 15 offices nationwide with over $11 billion in assets under advisement.

In 2011, Eusey co-founded Beacon Pointe’s Women’s Advisory Institute which is committed to serving the unique financial needs of women. This eventually led to the creation of the international best-selling book, Your Dollars, Our Sense: A Simple Guide to Money Matters published for the modern-day female investor, in which Eusey is a co-author. Beacon Pointe continues to push the envelope through its hiring practices, with over 50% of its leadership team and half of their employee base being comprised of women.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.

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