Manager, Client Service
Jamie is a Manager in the Client Service Department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.