Anthony Santos

Anthony is a member of the Central Operations and Trading Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Anthony graduated from Arizona State University with a degree in Economics. Prior to joining Beacon Pointe, Anthony was a service specialist at AssetMark Trust. Outside of the office, he enjoys being outside, going camping, watching or playing sports, spending time with family and friends, or trying new recipes.