Out of nearly 1,000 nominations, and 8 competing finalists for the category, Beacon Pointe is thrilled to announce we have been named industry award winner as M&A Leader of the Year by WealthManagement.com (“Wealthies”).
Pictured third from the left: Kevin DiSano, Beacon Pointe Chief Growth Officer, accepting the M&A Leader of the Year Award on behalf of Matt Cooper at the WealthManagement.com awards reception in New York City on September 8th, 2022.
Beacon Pointe President, Partner, and 3x finalist for the Wealthies Industry Awards, Matt Cooper is well deserving of the 2022 M&A Leader of the Year by WealthManagement.com. When it comes to Beacon Pointe’s expansion, the harmonious relationships the company has fostered with its acquired partners and regional offices, and the continuous innovation to create a fulfilling experience for clients, Matt is a powerhouse. In 2021 alone, Matt and the Beacon Pointe M&A team contributed greatly to the surge of Beacon Pointe’s assets under management through the successful completion of 14 RIA acquisitions, representing approximately $7 billion in AUM.
Matt Cooper shares, “When your name is on an award, it typically is the result of a team effort. The Beacon Pointe M&A team and our Integration team are awesome. Jack Cooper, Jacob V., and our COO, Karisa Diephouse, and her team Megan Farley, and Elizabeth Mitchell are all a huge part of this M&A Leader of the Year Award that Beacon Pointe received at the Wealth Management “Wealthies” awards last night in NYC. Thank you to Beacon Pointe Chief Growth Officer, all round good guy and stunt double with the same haircut, Kevin DiSano, for showing up and receiving on behalf of the company! He looks better in a tux!”
2022 Wealthies Finalists Contenders
Three additional Beacon Pointe executives were nominated finalists for the 2022 Wealthies Awards, named Chief Executive Officer of the year, Shannon Eusey, Chief Marketing Officer of the year, Alli Warner, and Rising Star of the Year, Chief Growth Officer, Kevin DiSano.
For more information on our finalist contenders, click here. To view our featured page on WealthManagement.com, click here.
David Le
The 2022 Wealthies Awards comes off the heels of last year’s winner, Beacon Pointe Chief Technology Officer, David Le, 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, architecture, and cybersecurity strategies. Concurrent to his CTO role, David is also 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.
About WealthManagement.com Industry Awards
Now in its eighth year, the WealthManagement.com Industry Awards is a prestigious accolade program honoring outstanding achievements by individuals, organizations, and companies that exemplify new innovations to the market that make a real difference to the daily responsibilities of financial advisors. A panel of judges formed by top leaders in the industry and led by WealthManagement.com editor-in-chief, David Armstrong, chose the finalists and determine the winners, recognizing the firms and individuals who support financial advisor success.
To view the full list of winners, click 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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