Shaina Marcotte
Senior Trading Associate

Shaina is a member of the Central Operations and Trading Department at Beacon Pointe Advisors and 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 of new client relationships, database management, client service, and executing trades for retail and institutional accounts. Prior to joining Beacon Pointe, Shaina spent two years at Charles Schwab. In her free time, she enjoys cooking and spending time outdoors.

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