Maggie Kleinman, CAIA®
Firm Operations Senior Associate
Maggie serves as a Senior Associate of Firm Operations at Beacon Pointe. In this capacity, she supports core business functions and plays an integral role in advancing policies, optimizing operational processes, and supporting project management efforts. Prior to joining Beacon Pointe, Maggie spent 15 years as Operations Manager for the Macroeconomic Investment Research department at Guggenheim Partners. Before that, she held a variety of roles in Marketing and Client Services at Analytic Investors and Nuveen Investments. Maggie holds the Chartered Alternative Investment Analyst (CAIA®) designation and previously served on the Executive Board of the CAIA® Los Angeles Committee. She earned her Bachelor of Arts in Geography, graduating cum laude from East Carolina University. Originally from New Jersey, Maggie now resides in Los Angeles with her husband, two sons, and a lively household of pets. Outside of work, Maggie enjoys honing her photography skills, tap dancing, and, as a passionate animal advocate, frequently fosters pets through Annenberg Pet Space.
