Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in the New York Area

Beacon Pointe is a New York based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in the New York area focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our New York office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(631) 613-1442

Meet the Bridgehampton Financial Advisor Team

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Andrew L. Stern

Partner, Managing Director

Andrew (Andy) Stern is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. Prior to joining Beacon Pointe, Andy was a Managing Partner and co-founder at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before launching YorkBridge Wealth Partners, Andy served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer. Andy spent 17 years at Morgan Stanley and predecessor firms, first as an analyst at Smith Barney Asset Management, then rising through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. Andy received his MBA from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. He lives in Amagansett with his wife and three children. Outside of the office, Andy coaches’ youth sports and he and his wife are involved in several local non-profit organizations.

Diana Brown

Senior Client Service Associate

Diana is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Diana has over 20 years of experience in the industry, working in various service and operational roles. Diana currently resides in Long Island with her family. In her spare time, she enjoys skiing, hiking, volunteering, and cheering her daughter on at her sports events.

Jack Bistrian

Client Service Associate

Jack Bistrian is a Client Service Associate at Beacon Pointe Advisors and is responsible for maintaining, deepening, and enriching client relationships. He also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports. Prior to working at Beacon Pointe, Jack was a Client Service Associate at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before entering the wealth management industry, he was an associate at the National Democratic Institute in Washington D.C., as well as a real estate agent with Corcoran on the east end of Long Island Jack has a bachelor’s degree in Islamic Civilizations and Societies from Boston College. He currently splits his time between Bridgehampton and New York City, and enjoys golf, snowboarding, and spending time with his friends and family.

Michael Brogan, MBA

Associate Wealth Advisor

Michael 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 to ensure their financial goals are met. Prior to joining Beacon Pointe, Michael spent ten years in corporate finance before deciding to pursue a career in wealth management. Michael earned his bachelor’s degree from Stockton University and received his MBA in finance from Fairleigh Dickinson University. Outside of the office, Michael enjoys hiking, fishing, reading, and spending time with family and friends.

Theodore Dickson, CFA

Wealth Advisor

Theodore (Ted) Dickson is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, Ted was with Croft Investment Management for 16 years, starting as an assistant and working his way up to become a Portfolio Manager and member of the investment committee, directly responsible for new investment idea generation for over $600 million in assets. Ted graduated from Washington & Lee University with a BA in Economics and lives in Sag Harbor, NY with his wife and two sons.

William Joseph

Senior Wealth Advisor

William (Bill) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With over 50 years of experience in the wealth management industry, Bill has written and lectured extensively about investing. Prior to joining Beacon Pointe, Bill was a Senior Managing Director and Wealth Advisor at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968.Bill graduated from the University of Pennsylvania and is actively involved with many charities, currently serving as a long-time board member of the Crohn Foundation.

Meet the Bridgehampton Financial Advisor Team

Filter By

Andrew L. Stern

Partner, Managing Director

Andrew (Andy) Stern is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. Prior to joining Beacon Pointe, Andy was a Managing Partner and co-founder at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before launching YorkBridge Wealth Partners, Andy served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer. Andy spent 17 years at Morgan Stanley and predecessor firms, first as an analyst at Smith Barney Asset Management, then rising through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. Andy received his MBA from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. He lives in Amagansett with his wife and three children. Outside of the office, Andy coaches’ youth sports and he and his wife are involved in several local non-profit organizations.

Diana Brown

Senior Client Service Associate

Diana is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Diana has over 20 years of experience in the industry, working in various service and operational roles. Diana currently resides in Long Island with her family. In her spare time, she enjoys skiing, hiking, volunteering, and cheering her daughter on at her sports events.

Jack Bistrian

Client Service Associate

Jack Bistrian is a Client Service Associate at Beacon Pointe Advisors and is responsible for maintaining, deepening, and enriching client relationships. He also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports. Prior to working at Beacon Pointe, Jack was a Client Service Associate at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before entering the wealth management industry, he was an associate at the National Democratic Institute in Washington D.C., as well as a real estate agent with Corcoran on the east end of Long Island Jack has a bachelor’s degree in Islamic Civilizations and Societies from Boston College. He currently splits his time between Bridgehampton and New York City, and enjoys golf, snowboarding, and spending time with his friends and family.

Michael Brogan, MBA

Associate Wealth Advisor

Michael 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 to ensure their financial goals are met. Prior to joining Beacon Pointe, Michael spent ten years in corporate finance before deciding to pursue a career in wealth management. Michael earned his bachelor’s degree from Stockton University and received his MBA in finance from Fairleigh Dickinson University. Outside of the office, Michael enjoys hiking, fishing, reading, and spending time with family and friends.

Theodore Dickson, CFA

Wealth Advisor

Theodore (Ted) Dickson is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, Ted was with Croft Investment Management for 16 years, starting as an assistant and working his way up to become a Portfolio Manager and member of the investment committee, directly responsible for new investment idea generation for over $600 million in assets. Ted graduated from Washington & Lee University with a BA in Economics and lives in Sag Harbor, NY with his wife and two sons.

William Joseph

Senior Wealth Advisor

William (Bill) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With over 50 years of experience in the wealth management industry, Bill has written and lectured extensively about investing. Prior to joining Beacon Pointe, Bill was a Senior Managing Director and Wealth Advisor at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968.Bill graduated from the University of Pennsylvania and is actively involved with many charities, currently serving as a long-time board member of the Crohn Foundation.

Meet the Bridgehampton Financial Advisor Team

Filter By

Andrew L. Stern

Partner, Managing Director

Andrew (Andy) Stern is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. Prior to joining Beacon Pointe, Andy was a Managing Partner and co-founder at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before launching YorkBridge Wealth Partners, Andy served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer. Andy spent 17 years at Morgan Stanley and predecessor firms, first as an analyst at Smith Barney Asset Management, then rising through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. Andy received his MBA from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. He lives in Amagansett with his wife and three children. Outside of the office, Andy coaches’ youth sports and he and his wife are involved in several local non-profit organizations.

Diana Brown

Senior Client Service Associate

Diana is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Diana has over 20 years of experience in the industry, working in various service and operational roles. Diana currently resides in Long Island with her family. In her spare time, she enjoys skiing, hiking, volunteering, and cheering her daughter on at her sports events.

Jack Bistrian

Client Service Associate

Jack Bistrian is a Client Service Associate at Beacon Pointe Advisors and is responsible for maintaining, deepening, and enriching client relationships. He also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports. Prior to working at Beacon Pointe, Jack was a Client Service Associate at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before entering the wealth management industry, he was an associate at the National Democratic Institute in Washington D.C., as well as a real estate agent with Corcoran on the east end of Long Island Jack has a bachelor’s degree in Islamic Civilizations and Societies from Boston College. He currently splits his time between Bridgehampton and New York City, and enjoys golf, snowboarding, and spending time with his friends and family.

Michael Brogan, MBA

Associate Wealth Advisor

Michael 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 to ensure their financial goals are met. Prior to joining Beacon Pointe, Michael spent ten years in corporate finance before deciding to pursue a career in wealth management. Michael earned his bachelor’s degree from Stockton University and received his MBA in finance from Fairleigh Dickinson University. Outside of the office, Michael enjoys hiking, fishing, reading, and spending time with family and friends.

Theodore Dickson, CFA

Wealth Advisor

Theodore (Ted) Dickson is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, Ted was with Croft Investment Management for 16 years, starting as an assistant and working his way up to become a Portfolio Manager and member of the investment committee, directly responsible for new investment idea generation for over $600 million in assets. Ted graduated from Washington & Lee University with a BA in Economics and lives in Sag Harbor, NY with his wife and two sons.

William Joseph

Senior Wealth Advisor

William (Bill) is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With over 50 years of experience in the wealth management industry, Bill has written and lectured extensively about investing. Prior to joining Beacon Pointe, Bill was a Senior Managing Director and Wealth Advisor at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968.Bill graduated from the University of Pennsylvania and is actively involved with many charities, currently serving as a long-time board member of the Crohn Foundation.

Connect with one of our trusted Financial Advisors in the Bridgehampton Area.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

Carrie&Andy

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