The Greater Irvine Chamber of Commerce recently celebrated its 11th annual Women of Influence event, honoring 10 remarkable women for their leadership and achievements in various spheres of life, business, and Among the distinguished honorees was Beacon Pointe Advisors Chief Executive Officer, Shannon Eusey, recognized as the recipient of the ‘Women of Influence: Executive of the Year’ award. This award is presented to individuals who effectively lead either all or specific facets of an organization in exemplary ways, showcasing their exceptional leadership skills and contributions.
Building a firm from the ground up, Shannon leads the largest female-led RIA in the nation. This is just one of the many qualities that distinguish Beacon Pointe Advisors as the unique firm that it is today. Shannon Eusey is a role model for the next generation of leaders and embodies the firm’s ethos of servant leadership—an unwavering dedication to serving our clients, the community, team members, and beyond. Alongside other influential female leaders at Beacon Pointe, Shannon launched the Women’s Advisory Institute in 2011, committed to educating and engaging female clients and their families in financial matters to achieve long-term life and legacy goals.
With over 60% of Beacon Pointe’s corporate leadership team and more than 46% of its nationwide professional staff being female, the firm proudly holds the title of the largest women-led RIA in the nation. Shannon’s commitment to empowering future leaders is evident through her co-authorship of the best-selling book “Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters,” and her active involvement in various leadership roles, including serving as a board member for Banc of California and participating in organizations like YPO, UCI Athletic Fund Board, Sisters of St. Joseph, and The Girl Scouts of OC. Through her dedication to financial education and gender diversity, Shannon serves as a mentor to industry peers and advocates for diversity, equity, and inclusion in the wealth advisory industry.
We congratulate the honorees and thank the Greater Irvine Chamber for this recognition.
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More About the Beacon Pointe Women’s Advisory Institute
Beacon Pointe is a Registered Investment Advisor with a leadership team comprised of over 60% women in key roles across the company. The Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 to create a place where women of all ages and levels of financial knowledge could comfortably and openly express their thoughts, values, and questions. The firm is committed to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals, and to assist women clients with unique financial planning needs related to navigating a divorce, losing a loved one, and other major life events.
About Greater Irvine Chamber
The Greater Irvine Chamber is dedicated to fostering local economic growth in the greater Irvine area. It supports local businesses’ start-up and expansion and provides networking opportunities for professionals in the region.
About Beacon Pointe
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private 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.
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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 an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as 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. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.
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