InvestmentNews Recognizes Beacon Pointe

We are truly honored to receive consistent recognition from InvestmentNews over the past five years as one of the nation’s premier wealth advisory firms with an exceptional team of top wealth advisors.

The below  InvestmentNews accolades are a testament to our commitment to purposeful growth, as well as our dedication to assisting clients in realizing their financial dreams through our innovative allWEALTH® process. Our allWEALTH® approach is meticulously designed to harmonize our clients’ lives and wealth by centering on three fundamental pillars: access to Institutional Quality Investments, Life & Legacy Planning, and Impact Initiatives.

We deeply appreciate these recognitions by InvestmentNews and remain committed to our mission.

Women to Watch

As the largest female-led Registered Investment Advisory (RIA) firm in the country with a leadership team consisting of more than 50% women, we are committed to recognizing and challenging the lack of gender diversity in the wealth management industry. Through our Women’s Advisory Institute, we are dedicated to sharing our stories of being women in wealth and the career possibilities available to women in the RIA industry, in addition to our focus and commitment simultaneously to educating and empowering the women investors of today and the young investors of tomorrow.

The ‘Women to Watch’ Awards aim to honor women who have measurably advanced their business and industry while supporting their client base and organizations. Additionally, these recipients are acknowledged for uplifting other women in the industry. Each honoree is an industry leader who has made a name for herself in financial services and is wholeheartedly dedicated to her community.

Photo collage of two Beacon Point employees attending the InvestmentNews 'Women to Watch' Awards.
Delia Oldak and Melissa Gerckens, members of our Tri-State office, represented Beacon Pointe at the 2022 NYC ‘Women to Watch’ award ceremony.

Below are Beacon Pointe’s various year-over-year ‘Women to Watch’ recognitions:

2022 – In their seventh annual ‘Women to Watch’ industry recognition celebration, InvestmentNews has honored Beacon Pointe Advisors with the ‘Ascension Award.’ The annual ‘Ascension Award’

honors organizations with C-Suites comprising at least 30-50% women, considering the total number of women in the company’s workforce and recognizing those with a substantial number of female employees.

2020 – In their sixth annual ‘Women to Watch’ recognition program, InvestmentNews has recognized Beacon Pointe Chief Executive Officer, Shannon Eusey, as one of the 23 female financial

advisers and industry executives elevating the financial advice industry.

The ‘Women to Watch’ honorees were chosen by an InvestmentNews selection committee that went through hundreds of nominations to

Shannon Eusey 'Women to Watch'
InvestmentNews recognized Beacon Pointe CEO, Shannon Eusey, as one of 23 female financial advisers and industry executives elevating the financial advice industry.

identify female leaders in the industry who have not only made a name for themselves in

 financial services but are also dedicated to their communities. Each honoree was highlighted to share their experiences, stories, and expertise with others in the business – particularly other women. Shannon shares her accomplishments, the challenges she faced, and what advice she has for women who want to enter the wealth management industry.

To read Shannon’s story and the lessons she has learned along the way, click here.

For a full video interview with Shannon and InvestmentNews senior special projects editor, Liz Skinner, click here.

40 Under 40

The InvestmentNews ‘40 Under 40’ award recognizes up-and-comers in the Registered Investment Advisory industry. Out of over 1000 nominations of advisors and young professionals 39 or younger, the list is whittled down to 40 honorees by a panel of reporters, editors, and other representatives of InvestmentNews based on four criteria: accomplishments, contribution, leadership, and promise. We are beyond proud of our Beacon Pointe advisors and team for these astounding recognitions.

Below are our Beacon Pointe advisors that have been recognized:

Kate Pettee

2021 – A Wealth Advisor in the Beacon Pointe Philadelphia office, Kate Hickey (formally Kate Pettee), has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management, and socially responsible investing worlds.

Kate, along with the others making the 40 under 40 list, is highlighted in the June 7, 2021, issue of InvestmentNews and online at investmentnews.com. Kate is a passionate advisor with the energy and promise to make lasting changes in the industry. Her desire and drive to be the best advisor for her clients is evident through her success in obtaining the Certified Financial Planner™ (CFP®) designation and her candidacy for both the Chartered Alternative Investment Analyst (CAIA®) and Certified Divorce Financial Analyst (CDFA®) designations. In addition, Kate is also an advocate for financial literacy. She regularly hosts seminars to guide young professionals in building lasting financial habits early in their careers as well as hosting national events through Beacon Pointe’s Women’s Advisory Institute (“WAI”). On Earth Day 2021, Kate hosted the firm’s ‘WAI to Build a Bouquet’ event, which educated women investors on values-based investing, another passion of Kate’s. Whether promoting racial justice, fostering sustainable agriculture, or advocating for improved corporate policies, Kate helps her clients align their investments with their personal values. As a former D1 athlete, Kate is a true team player and leads by example by both training new ambitious advisors and “managing up” to more senior advisors of the team in a rapidly growing firm.

To read Kate’s profile and view the full 2021 Class of ’40 Under 40′, click here.

Brandt Kuhn

2019 – Beacon Pointe is pleased to announce that Brandt Kuhn, CFP®, Managing Director and Partner of the Beacon Pointe Advisors Palm Desert office has been featured in the 2019 InvestmentNews ‘40 Under 40’ ranking. The honorees on this list serve as role models for other young professionals and aim to identify young talent doing remarkable things in the financial advisory industry.

Growing up, Brandt strived to pursue a career as a professional baseball player but was drawn to finance during his collegiate years. He graduated from California Polytechnic State University, San Luis Obispo with a Bachelor of Science in Business Administration, and a concentration in Financial Management. Since then, Brandt has returned home to the Palm Springs area where he has made his mark in the rapidly growing community.

Brandt embodies the epitome of the Beacon Pointe advisory team with his skill and dedication to both his clients and his business. Specializing in qualified retirement plans – including plan design, implementation, and management that help employers and employees reach their retirement savings goals – Brandt has built his business by staying actively engaged in his position. Brandt mentions that “during the desert busy social season of November through April, [he makes] sure [he’s] at everything.”

As a seasoned financial professional and networker, Brandt has accumulated several successful lessons to live by: don’t take your eye off the ball – stay consistent with the message you put out in the marketplace, always focus on the positive – especially in challenging times, and don’t rely on just one mentor – seek out many role models. “Always talk to successful businesspeople, even outside of the industry,” he said. “You can take a nugget of knowledge from each successful person you interact with.”

Brandt’s passions also stem past the world of Business Finance as he is also very involved with his community, serving past and present roles on the executive board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of Coachella Valley, and the Palm Desert Chamber of Commerce. Additionally, Brandt fundraises for his local recreation district and recruits young individuals to nonprofit boards.

To read Brandt’s profile and check out the full 2019 Class of 40 Under 40, click here.

Karen Reifel 40 Under 40

2017 – Beacon Pointe is excited to announce that  Karen Reifel CFP®, a Senior Wealth Advisor in the Newport Beach office, has been included in InvestmentNews’ nationally accredited ‘40 Under 40’ list. While beginning as a purely numeric ranking when the list had its first phase from 1999-2003, it has now evolved into a ranking of power and influence and contains business executives, political figures, sportsmen, and fashion designers, among many others under the age of forty, including wealth advisors such as Karen.

Karen embodies our entire, nationally based private client advisory team of Beacon Pointe: an exuberance when taking on tasks and a hands-on, won’t-say-no commitment to clients and the firm, both of which help promote the overall Beacon Pointe company goal of putting clients first and assisting them with fulfilling their life and legacy goals. “Knowledge drives everything I do,” Karen said. “I’m always looking at ways to improve the client experience.”

She has a simple approach for dealing with clients who might think she’s too young to be giving out advice: being confident, being prepared, and being a team player, traits of which help fulfill Beacon Pointe’s mission to provide highly professional, comprehensive, and objective advice in a team-motivated environment.

Karen’s passion for financial education reaches beyond her clients. She is a co-author of the catchy finance-based – #1 best-seller Your Dollars, Our Sense, and serves as the Board Director for Beacon Pointe’s Women’s Advisory InstituteKaren is also the co-host of Beacon Pointe’s Dollars & Sense podcast.

To view Karen’s profile, click here.

 

If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.  

 

About InvestmentNews

InvestmentNews is a leading source for news, analysis, and information essential to the financial advisory community. Since 1998, the publication’s standard of editorial excellence and deep industry knowledge has allowed the outlet to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts, and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however, and wherever they need it. The InvestmentNews headquarters is in New York, with an office in Washington D.C. InvestmentNews is part of Bonhill Group Plc.

 

About Beacon Pointe

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser 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.

To view additional Beacon Pointe awards and recognitions, please click here.

 

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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