Scottsdale, Arizona – November 21, 2014 – Beacon Pointe Wealth Advisors (BPWA), a comprehensive wealth advisory firm and national enterprise building partnership, recently welcomed four experienced advisors to its Scottsdale office.
Brian Coughlan, MBA, Landen Lunsway, CFP®, Chris Palermo, CFA, CFP® and Andrew Reinhardt, CFP® officially joined the BPWA Arizona team as Partners and Managing Directors on Friday. The new team, which has over 60 years of combined investment experience, serves approximately 400 client households and manages more than $500 million in assets.
Coughlan, Lunsway, Palermo and Reinhardt were previously affiliated with Capital Investment Counsel, a wealth management firm based in Denver, Colorado.
“We are elated to have Brian, Landen, Chris and Andy join our BPWA team,” said Bruce Meyer, Founding Partner and Managing Director of BPWA Arizona. “Each individual brings a caliber of service and expertise in tailored investment solutions and financial planning that directly aligns with our mission to provide our clients with superb service across the board. They are all thoughtful, thorough and diligent thinkers and their relationships with clients are built on trust and mutual respect. We are extremely excited about this new partnership and further elevating our office in Arizona.”
In addition to Meyer, the foursome will be working alongside advisors Matt Armistead, CFP®, CIMA®, Eric Newby and Andrew Saltzman, CFP® in the BPWA Arizona office.
“We are extremely pleased to be partnering with these four talented individuals,” said Matt Cooper, President of Beacon Pointe Advisor’s Private Client Group and head of BPWA. “With Brian, Landen, Chris and Andy, we are adding four senior advisors in the prime of their careers, who also happen to represent a significant block of business. This merger will not only more than double our advisor count in Scottsdale, but also set the foundation for that location to become a multi-billion dollar office.”
Coughlan has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program.
Lunsway brings over 14 years of experience in the financial industry to the team and has extensive knowledge of investments, insurance, tax, estate and retirement planning. He was a portfolio manager with Capital Investment Counsel and has also worked with large investment advisory clients at Charles Schwab Advisor Services.
Palermo has over 15 years of investment experience and specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning. Prior to his time at Capital Investment Counsel, he managed assets for high-net-worth individuals, foundations and non-profit organizations at Northern Trust in Phoenix. Palermo also worked for Charles Schwab, where his various roles included asset management, derivative trading and conducting investment seminars.
Reinhardt has spent over 15 years facilitating growth and creating asset protection strategies for both high-net-worth individuals and families. He has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. In addition to his time at Capital Investment Counsel, Reinhardt served as an investment consultant with Charles Schwab and worked for Hackett Investment Advisors as a portfolio manager.
About the Beacon Pointe Family of Companies
Beacon Pointe Wealth Advisors is a national enterprise building partnership dedicated to helping wealth managers/advisors grow their businesses throughout the country. Through shared ownership and affiliation with Beacon Pointe Advisors, one of the nation’s largest independent Registered Investment Advisors (RIAs), Beacon Pointe Wealth Advisors is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families. Beacon Pointe Advisors and Beacon Pointe Wealth Advisors have over $8 billion in combined assets under management (as of 9/30/14). For more information on Beacon Pointe Wealth Advisors, please visit www.bpwealthadvisors.com. For more about Beacon Pointe Advisors, visit www.bpadvisors.com.
