NEWPORT BEACH, Calif., March 29, 2021 – Beacon Pointe Advisors has hired Julien Frazzo to the newly created role of Director of Risk Management and Securities Research and John Gray as Chief Financial Officer. John Gray joins Beacon Pointe, departing from United Capital (acquired by Goldman Sachs in 2019) and Julien Frazzo previously serving as Director of Equity Research at the Bahnsen Group, a multi-billion-dollar bi-coastal Registered Investment Advisor.
Julien will join Beacon Pointe’s Investment Research Department and will play a vital role in the Investment Committee’s work in client investment management. Julien is a seasoned investment
professional with twenty-one years of experience including fourteen years as a risk taker in alternative asset management, five years in investment banking and two years in private wealth management. Julien earned a master’s degree in Accounting and Finance and a postgraduate degree in Corporate Finance, Financial Engineering and Securities Law from the Paris Dauphine University in Paris, France. Having worked in Paris, Amsterdam, London, Chicago, Monaco and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.
“I am very excited to join a top-ranked leader in the RIA industry staffed with a very smart group of people. Beacon Pointe’s stellar reputation and the firm’s focus on providing institutional quality investments and financial guidance to institutions, individuals and families is exactly what I was searching for,” Frazzo stated. “I look forward to playing a key supporting role to the Chief Investment Officer, and to adding value to the fundamental research and risk management processes, striving to improve upon the very robust suite of services already provided to clients.”
“Julien has a long track record of diligent fundamental analysis and risk taking, and has extraordinary experience in the institutional space that is extremely valuable to Beacon Pointe’s dedication to providing clients with objective, thoughtful investment and financial guidance,” stated Michael Dow, Beacon Pointe Chief Investment Officer. “We are very excited to welcome him to our Investment Research Department and add value to each client relationship through his talent and expertise.”
John Gray joins Beacon Pointe’s strategic leadership team as Chief Financial Officer and will be responsible for leading strategic accounting and finance functions and initiatives for the firm in addition to his involvement with the firm’s M&A activity. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019. John’s expertise are well-rounded and diverse, having also led accounting teams for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting. Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran, passionately aligning with one of Beacon Pointe’s allWEALTH® Impact Initiatives to serve and support the veteran and military community.
“We are thrilled to welcome these two brilliant minds and wonderful people to our Beacon Pointe family. Our clients will benefit greatly from both Julien and John’s professional expertise and wisdom – I look forward to seeing all that they can accomplish now that they are a part of our firm,” shares Shannon Eusey, Beacon Pointe CEO.
Julien, John and Michael are available for interviews upon request.
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.
