Beacon Pointe, the largest women-led Registered Investment Advisory firm in the country announced that it has been named a finalist in the 2022 WealthManagement.com Industry Awards (the “Wealthies”). Out of nearly 1,000 nominations, Beacon Pointe was named as finalists for Chief Executive Officer, Chief Marketing Officer, M&A Leader of the Year, and the inaugural Rising Star of the Year award categories.
A panel of independent judges from top organizations in the industry along with WealthManagement.com editor-in-chief, David Armstrong, selected the finalists and will determine the winners of the Industry Awards come September 8th, 2022.
Founding Beacon Pointe in 2002 with one office and zero assets under management, Beacon Pointe Chief Executive Officer, Shannon Eusey, has led the firm to $26 billion in AUA and 37 offices over two decades. We are thrilled she has been recognized for her achievements and leadership as Chief Executive Officer. Shannon’s passion for financial education led her to co-found Beacon Pointe’s Women’s Advisory Institute and co-author the international best-selling book Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. In addition, she supported Beacon Pointe’s nationally recognized Summer Internship Program, aimed at educating the next generation of investors.
Matt Cooper is a 3x finalist in the M&A Leader category for the Wealthie Awards as Beacon Pointe’s Partner and President. Matt is the mastermind behind Beacon Pointe’s M&A expansion, creating synergistic partnerships between Beacon Pointe and other RIAs of like-minded spirit and culture. He completes acquisitions with partner offices looking to enhance their service offerings, create value, drive growth, and build a succession plan that provides certainty for business owners, their clients, and their teams.
Allison (Hillgren) Warner
Chief Marketing Officer, Allison (Alli) Warner, is a Wealthies Award finalist for the second year in a row, being recognized for the illustrious brand and marketing efforts of Beacon Pointe. She has elevated the strategic marketing plan for Beacon Pointe to new levels and is highlighted for her creativity, integrity, and innovative vision. Alli develops Beacon Pointe’s marketing initiatives through a multi-faceted approach including communications and brand management, marketing material design, digital marketing, and social media, content production and management, event coordination, presentation development, website oversight, M&A marketing implementation, and is the internal and external point of contact for all marketing initiatives throughout Beacon Pointe.
As a finalist for the inaugural Rising Star of the Year Award, Kevin DiSano is highlighted for his next-generation leadership and outstanding achievement in advancing the private wealth industry. Kevin supports strategic initiatives and the firm’s nationwide team of advisors as it relates to creating unique client experiences and business development opportunities, driving strong organic growth across all Beacon Pointe lines of service including private wealth, institutional, and retirement plan services. In addition, he manages and consults with Beacon Pointe regional directors across 37 offices, training a 350+ employee team on Beacon Pointe’s proprietary allWEALTH® approach to serving clients in addition to supporting the firm’s mergers and acquisitions endeavors.
Named 2021 Neal Award Winner as Best Media Brand for Overall Editorial Excellence, WealthManagement.com is an Informa business with the leading resources for wealth advisors and planners, providing wealth professionals with the latest industry news and information, to help build stronger relationships, improve practices, and growth of their business.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar registered investment advisory headquartered in Newport Beach, California, with office locations and clients located nationally. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. Our clients’ best interests are the driving force in our relationship and our professional advisors develop strategic financial plans through our proprietary allWEALTH® approach to fit the needs of our clients. The extensive expertise and strong commitment from the advisors of Beacon Pointe 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.
Important Disclosure: This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
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