Meet Our Advisory Team
We are here to be your partner, acting as your personal CFO and providing exceptional family office services for our ultra-high-net-worth clientele in Orange County. Please contact our Newport Beach financial advisory team if we can be of service.
Connect with Us
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
Colin Rowe
Relationship Manager
Colin is a Relationship Manager at Beacon Pointe Advisors, where he collaborates with the firm’s investment and wealth management teams to deliver an exceptional service experience for clients. A native of California, Colin earned both his undergraduate and MBA degrees from the University of Arizona. With a strong foundation in financial services, he previously worked for Charles Schwab in their private client services department, honing his expertise in investment strategies and client relationship management. Currently residing in Aliso Viejo, CA, Colin is passionate about making meaningful connections with clients and helping them achieve their financial goals. Outside the office, Colin enjoys playing golf or surfing, discovering new movies and restaurants, and participating in intramural softball leagues. As a dedicated sports enthusiast, he is an avid fan of the LA Rams.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
Jordan Freund
Associate Wealth Advisor
Jordan is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, she worked in wealth management for over eight years and comes with experience in both alternative investments and investment analysis. Jordan earned her Bachelor of Arts degree in Economics from California State University, Fullerton, where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to film festivals, swimming, and attending concerts.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
Colin Rowe
Relationship Manager
Colin is a Relationship Manager at Beacon Pointe Advisors, where he collaborates with the firm’s investment and wealth management teams to deliver an exceptional service experience for clients. A native of California, Colin earned both his undergraduate and MBA degrees from the University of Arizona. With a strong foundation in financial services, he previously worked for Charles Schwab in their private client services department, honing his expertise in investment strategies and client relationship management. Currently residing in Aliso Viejo, CA, Colin is passionate about making meaningful connections with clients and helping them achieve their financial goals. Outside the office, Colin enjoys playing golf or surfing, discovering new movies and restaurants, and participating in intramural softball leagues. As a dedicated sports enthusiast, he is an avid fan of the LA Rams.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
Jordan Freund
Associate Wealth Advisor
Jordan is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, she worked in wealth management for over eight years and comes with experience in both alternative investments and investment analysis. Jordan earned her Bachelor of Arts degree in Economics from California State University, Fullerton, where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to film festivals, swimming, and attending concerts.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.
