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.

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.