Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA announced that it has been named a Finalist in the 2021 WealthManagement.com Industry Awards (the “Wealthies”) for Chief Executive Officer, Chief Technology Officer, Chief Marketing Officer and M&A Leaders of the Year.
Since she founded Beacon Pointe Advisors in 2002, Shannon Eusey has led the firm from the ground up with 1 office and zero dollars in AUM to 25 offices and more than 275 employees. Shannon’s passion for financial education led her to found Beacon Pointe’s Women’s Advisory Institute and she has been a phenomenal role model for gender diversity and women in the wealth advisory industry. In addition, Shannon was recently recognized as a Forbes 2021 Top Women Wealth Advisor.
David Le, who is a finalist in the CTO category, is responsible for the Beacon Pointe’s technology strategy, architecture, and cybersecurity. Concurrent to his CTO role, David is a Certified Financial Planner™ and serves as a wealth advisor for a select group of high-net-worth clients, which is unique to CTOs in the Registered Investment Advisor (RIA) space as he gains a true understanding of the technological needs and desires of clients.
In her role as Chief Marketing Officer, Allison Hillgren Warner develops the strategic marketing plan for Beacon Pointe and executes across a wide spectrum of marketing initiatives including brand management and communications, website oversight, marketing and business development collateral development and presentation design, digital marketing strategy and social media, content production and management, events, market research and M&A marketing implementation. Allison is responsible for all firmwide communication efforts both internal and external and is the point of contact for all marketing initiatives across Beacon Pointe’s nationwide offices.
Matt Cooper, a finalist in the M&A Leader category, is one of the founding partners of Beacon Pointe Advisors and is the genesis behind the creation of Beacon Pointe’s M&A offering. Matt is the driving force behind Beacon Pointe’s acquisition team and seeks RIA partners of like minds and entrepreneurial culture. He completes acquisitions with partner offices that are focused on creating synergies, value and growth, certainty for business owners, their clients, and their teams. In addition to being a finalist in the 2021 awards program, Matt Cooper was previously named a finalist by WealthManagement.com in 2020.
“We are honored to have been selected as finalists in each of these categories from WealthManagement.com,” states Shannon Eusey. “Across the board, our leadership team demonstrates excellence in each of their fields, and we are grateful for their dedication and contributions to the firm and the RIA industry as a whole.”
Now in its seventh year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry and led by WealthManagement.com editor-in-chief, David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like Beacon Pointe that serve the final advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com.
WealthManagement.com, an Informa business, provides wealth professionals with resources to stay informed about the industry, build stronger relationships, improve their practice, and grow their business.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects and average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.