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.
Meet the New York Financial Advisor Team
Carrie Gallaway, CFP®
Partner, Managing Director
Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She later became a Managing Director at Lebenthal Wealth Advisors, before co-founding YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting 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.
Leigh Moglia, CFA, CFP®
Senior Wealth Advisor
Leigh 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. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023) working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder designations in addition to being a member of the CFA Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.
Seth Scher, MBA
Director of Operations
Seth serves as the Director of Operations for the Beacon Pointe New York office and is responsible for managing the operational and financial functions of the office. Seth has 20 years of experience in operations, finance, and compliance. Prior to joining Beacon Pointe, Seth was the Chief Compliance Officer and Director of Operations for YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before working for YorkBridge, Seth was an Operations and Finance Manager at two different RIA firms. Previously, he was the Director of Operations at two hedge funds; Binnacle Capital Group LLC and WestSpring Advisors, LP. While working with the funds, he built and managed the day-to-day operations of the organizations. Seth earned a B.A. from Brandeis University and an MBA from the Leonard N. Stern School of Business at New York University. He lives in Port Washington, NY with his wife and two children.
Meet the New York Financial Advisor Team
Carrie Gallaway, CFP®
Partner, Managing Director
Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She later became a Managing Director at Lebenthal Wealth Advisors, before co-founding YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting 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.
Leigh Moglia, CFA, CFP®
Senior Wealth Advisor
Leigh 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. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023) working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder designations in addition to being a member of the CFA Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.
Seth Scher, MBA
Director of Operations
Seth serves as the Director of Operations for the Beacon Pointe New York office and is responsible for managing the operational and financial functions of the office. Seth has 20 years of experience in operations, finance, and compliance. Prior to joining Beacon Pointe, Seth was the Chief Compliance Officer and Director of Operations for YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before working for YorkBridge, Seth was an Operations and Finance Manager at two different RIA firms. Previously, he was the Director of Operations at two hedge funds; Binnacle Capital Group LLC and WestSpring Advisors, LP. While working with the funds, he built and managed the day-to-day operations of the organizations. Seth earned a B.A. from Brandeis University and an MBA from the Leonard N. Stern School of Business at New York University. He lives in Port Washington, NY with his wife and two children.
Meet the New York Financial Advisor Team
Carrie Gallaway, CFP®
Partner, Managing Director
Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She later became a Managing Director at Lebenthal Wealth Advisors, before co-founding YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting 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.
Leigh Moglia, CFA, CFP®
Senior Wealth Advisor
Leigh 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. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023) working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder designations in addition to being a member of the CFA Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.
Seth Scher, MBA
Director of Operations
Seth serves as the Director of Operations for the Beacon Pointe New York office and is responsible for managing the operational and financial functions of the office. Seth has 20 years of experience in operations, finance, and compliance. Prior to joining Beacon Pointe, Seth was the Chief Compliance Officer and Director of Operations for YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before working for YorkBridge, Seth was an Operations and Finance Manager at two different RIA firms. Previously, he was the Director of Operations at two hedge funds; Binnacle Capital Group LLC and WestSpring Advisors, LP. While working with the funds, he built and managed the day-to-day operations of the organizations. Seth earned a B.A. from Brandeis University and an MBA from the Leonard N. Stern School of Business at New York University. He lives in Port Washington, NY with his wife and two children.
Connect with one of our trusted Financial Advisors in the New York Area.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
