David Le, Beacon Pointe’s Chief Technology Officer was recently named CTO of the Year by WealthManagement.com (the “Wealthies”).
David was among three finalists for the prestigious industry recognition and was deemed the winner after successfully navigating a tumultuous year in technology as the world transitioned to a broader digital lifestyle through the Covid-19 pandemic.
David is responsible for Beacon Pointe’s technology strategy, architecture, and cybersecurity. Concurrent to his CTO role, David is a Certified
Financial Planner™ and has served in a wealth advisor capacity for a select group of high-net-worth clients – a very unique attribute and perspective for an individual holding a CTO position within the Registered Investment Advisor (RIA) industry.
Now in its seventh year, the WealthManagement.com Industry Awards is a prestigious awards program honoring outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry and led by WealthManagement.com editor-in-chief chose the finalists and determined the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like Beacon Pointe that serve the final advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com.
Three additional Beacon Pointe executives were finalist contenders for the 2021 Wealthies awards, named as finalists for Chief Executive Officer, Chief Marketing Officer and M&A Leaders of the Year. Beacon Pointe CEO, Shannon Eusey, CMO Alli Warner, and President Matt Cooper were also recognized among industry peers as top contenders for Individual firm leaders.
You can view the full list of winners here.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar 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 through our proprietary allWEALTH® approach. 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.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects and average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. 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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