Anca serves as the Director of Firm Operations at Beacon Pointe, coordinating firmwide operations projects to enhance the overall client and advisor experience. With an analytical and process-driven approach, she orchestrates firmwide projects aimed at enhancing operational efficiency. Prior to joining Beacon Pointe, she had over 17 years of experience working in the financial services industry with Prudential, New York Life, and TIAA. She held various roles of increasing responsibilities in sales, client services, and practice management. She also managed two IAR mergers into the launch of a new RIA while overseeing firm operations, policies, vendors, and team training. Anca earned her bachelor’s degree in business administration, Finance concentration from Thomas Edison State College. Anca also holds the Chartered Life Underwriter (CLU®) designation from The American College and passed her Series 6, 7, 63, and 65. Anca is married, has two sons, and currently lives in New Jersey. Outside of the office, she enjoys traveling, being outdoors, gardening, and spending time with her family and friends.

As part of the Partnership Integration Department, Brandon works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Brandon worked as an Analyst at Fidelity Investments. Brandon graduated from the University of Texas at Dallas with a degree in Finance, where he remains actively involved in the University’s Alumni mentorship program. Outside of the office, he enjoys exercise, playing chess, and climbing the next mountain.

As an M&A Analyst, Chandler is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. She is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Chandler worked as a Senior Analyst at Goldman Sachs within a Valuations and Reporting group focused specifically on debt funds. Chandler graduated magna cum laude from Elon University with a major in Accounting and a minor in Finance. During her time at Elon, Chandler spent four months studying Business and Culture in Barcelona, Spain. Outside of the office, she enjoys traveling, attending exercise classes, and spending time with family and friends.

As part of the Partnership Integration Department, Emmett works closely with Beacon Pointe’s Mergers & Acquisitions team pursuing new advisor partnership opportunities across the country. He is responsible for prospecting and outreach during these processes as well as optimizing internal relations for the M&A team. While attending Claremont Mckenna College, Emmett completed an internship with Beacon Pointe in the Newport Beach headquarters office before graduating with a degree in Economics and Religious Studies. While attending school, he played four years of varsity football as a middle linebacker. Outside of the office, he enjoys listening to podcasts, exercising, and cooking for his friends and family.

Jack is a Director on the Mergers & Acquisitions team who works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for leading the business development efforts on behalf of the M&A team, including interfacing with any deal intermediaries and third-party representatives. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Jack lives with his wife in Dallas, TX.

As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.

Liz Mitchell is responsible for overseeing the integration of new partner offices who join Beacon Pointe. Liz also manages strategic projects for the firm.  With over 13 years of experience within an RIA, she holds a strong operational and client service background with a focus on private wealth, institutional and alternative investments. She holds a Bachelor of Science degree in Economics from Chapman University. Liz resides in Laguna Hills, California and enjoys spending time traveling, snow skiing, and adventuring with her husband, daughters, family, and friends.

Malinda is a member of the Strategic Integration Department and is primarily responsible for new office integration, and operational and strategic project implementations across Beacon Pointe offices throughout the country. Her background spans over 10 years of experience in the finance industry, which includes both the Broker Dealer and RIA side of the business. Prior to joining Beacon Pointe, Malinda received her Bachelor of Science in Business Administration from the University of Phoenix. Malinda is married, has two children (son and daughter), and currently lives in Washington. She enjoys all things nature in Washington with her family, traveling, coaching her daughter’s volleyball team and other sports activities, cooking, and exploring new foods.

McKenzie is a member of the Strategic Integration Department and is primarily responsible for new office integration, and operational and strategic project implementations across Beacon Pointe offices throughout the country. Prior to joining Beacon Pointe, McKenzie attended the Leavey School of Business at Santa Clara University, where she majored in Finance and minored in Real Estate. Outside of the office, she enjoys traveling, playing pickleball, and spending time with family and friends.

Megan is a Co-Director of the Strategic Integration team and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management, and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

As part of the Partnership Integration Department, Peter works closely with Beacon Pointe’s Mergers & Acquisitions team pursuing new advisor partnership opportunities across the country. He is responsible for prospecting and outreach during these processes as well as optimizing internal relations for the M&A team. While attending Texas Christian University, Peter completed an internship with Beacon Pointe in the Newport Beach headquarters office before graduating with a degree in Finance. Outside of the office, he enjoys watching sports, exercising, and spending time with friends and family.

As an M&A Analyst, Raul is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Raul worked as an Investor Relations Intern at TD Ameritrade. Raul graduated from the University of Texas at Dallas with a degree in Finance. Before completing his studies Raul honorable served six years enlisted in the U.S. Air Force. Outside of the office, he enjoys exercising, reading, listening to music, and socializing with friends and family.

As a Director of Mergers & Acquisitions Associate, Ryan works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. Responsibilities include the recruitment of additional Beacon Pointe partner offices across the nation and assisting with the integration of new affiliate offices and individuals joining Beacon Pointe. Prior to joining Beacon Pointe, Ryan was a Regional Director at Dimensional Fund Advisors. Ryan attended the University of Texas at Austin where he graduated from the McCombs School of Business with a major in Business Finance and a certificate in Energy Management. Outside of the office, he enjoys being outdoors, playing golf and basketball with friends, and traveling.