Dallas, TX
Corporate Office
Meet Members of Our Corporate and M&A Teams
Annalisa Petty
Executive Assistant
Brandon Lewellen
M&A Manager
Chandler Hammersla
M&A Manager
Elliot Overton
Associate, Mergers & Acquisitions Coordinator
Emmett King
Senior Associate – Mergers & Acquisitions, Advisor Recruitment
Jack Cooper
Senior Director, Mergers and Acquisitions
Jacob Vick, CFA®
Senior Director, Mergers & Acquisitions
Nathan Pirie
M&A Manager
Peter Gottlieb
Director of Mergers & Acquisitions
Raul Marquez
Senior M&A Analyst
Ryan Griffin
Director of Mergers & Acquisitions
Matthew Cooper
Chief Executive Officer
Connect With Our Team
If you are a business owner or advisor looking for growth opportunities, we look forward to connecting with you.
Recent Local News and Updates
Partner and Senior Wealth Advisor, Casey Paton, CFA®, CFP®, Joins Beacon Pointe Advisors
Casey Paton, CFA®, CFP®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, adding to the firm's experienced team serving clients…
Read more →Former BNY Wealth Manager, Jeffrey Moseley, CFA®, Joins Beacon Pointe Advisors
Jeffrey (“Jeff”) Moseley, CFA®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, further expanding the firm’s presence in the Pacific…
Read more →Beacon Pointe Advisors Continues to Enhance Its East Coast Platform with Female-Founded RIA
Financially In Tune aligns with the firm’s allWEALTH® approach and holistic wealth solutions for investors Newport Beach, CA – Tuesday, May 19, 2026 –…
Read more →