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
(212) 574-4070

Meet the New York Financial Advisor Team

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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 then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the Certified Financial Planner™ (CFP®) 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). Before that, he was a Vice President at Lebenthal Wealth Advisors 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™ (CFP®) 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.

Meet the New York Financial Advisor Team

Filter By

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 then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the Certified Financial Planner™ (CFP®) 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). Before that, he was a Vice President at Lebenthal Wealth Advisors 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™ (CFP®) 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.

Meet the New York Financial Advisor Team

Filter By

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 then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the Certified Financial Planner™ (CFP®) 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). Before that, he was a Vice President at Lebenthal Wealth Advisors 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™ (CFP®) 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.

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.

Carrie&Andy

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