As the largest female-led Registered Investment Advisory (RIA) firm in the nation, we are delighted to share the news that our industry leadership and service excellence have earned recognition in WealthManagement.com’s annual “Wealthies” rankings. Honoring the best companies, people, and organizations that support financial advisor success, we extend our gratitude to WealthManagement.com for acknowledging our efforts and achievements. Below is a compilation of Beacon Pointe’s various year-over-year Wealthies Awards.
2022 Finalists – We are excited to share that Beacon Pointe has been named a Finalist in the 2022 Wealthmanagement.com Wealthies Awards, recognizing Beacon Pointe’s Chief Executive Officer, Chief Marketing Officer, President, and Chief Growth Officer!
“We are honored to have been selected as finalists in each of these categories from WealthManagement.com,” states Shannon Eusey. “Across the board, our leadership team demonstrates excellence in each of their fields, and we are grateful for their dedication and contributions to the firm and the RIA industry as a whole.”
Shannon Eusey
Chief Executive Officer, Beacon Pointe Advisors
2022 & 2021 Wealthies Chief Executive of the Year Finalist
In back-to-back years, Shannon has been recognized by WealthManagement.com for her outstanding leadership as Beacon Pointe’s Chief Executive Officer. Founding Beacon Pointe in 2002 with one office and zero assets under management, Shannon has led the firm to $25+ billion in assets under advisement with 45+ offices in just a little over two decades. Shannon’s passion for financial education led her to co-found Beacon Pointe’s Women’s Advisory Institute and co-author the international best-selling book Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. To learn more about Shannon Eusey, click here.
2022 ‘M&A Leader of the Year’ Award Winner – Out of nearly 1,000 nominations and 8 competing finalists for the category, Beacon Pointe has secured WealthManagement.com’s ‘M&A Leader of the Year’ award. When it comes to Beacon Pointe’s expansion, the harmonious relationships the company has fostered with its acquired partners and regional offices, and the continuous innovation to create a fulfilling experience for clients, Matt is a powerhouse. In 2021 alone, Matt and the Beacon Pointe M&A team contributed greatly to the surge of Beacon Pointe’s assets under management through the successful completion of 14 RIA acquisitions, representing approximately $7 billion in AUM.
Matt Cooper shares, “When your name is on an award, it typically is the result of a team effort. The Beacon Pointe M&A team and our Integration team are awesome. Jack Cooper, Jacob Vick, and our COO, Karisa Diephouse, and her team Megan Farley, and Liz Mitchell are all a huge part of this M&A Leader of the Year Award that Beacon Pointe received at the WealthManagement.com “Wealthies” awards last night in NYC. Thank you to Beacon Pointe Chief Growth Officer, all around good guy and stunt double with the same haircut, Kevin DiSano, for showing up and receiving on behalf of the company! He looks better in a tux!”
You can read through all of Beacon Pointe’s finalist profiles for the 2022 “Wealthies” industry awards on the Wealthmanagement.com website, here.
To view the full list of winners, click here.
Matt Cooper
President, Beacon Pointe Advisors
2022 M&A Leader of the Year Award Winner
2021 & 2020 Wealthies M&A Leader of the Year Finalist
Matt Cooper is a in the M&A Leader category for the Wealthies Awards as Beacon Pointe’s Partner and President. Matt is the mastermind behind Beacon Pointe’s merger and acquisition efforts and the firm’s national footprint expansion, creating synergistic partnerships between Beacon Pointe and other RIAs of like-minded spirit and culture. He completes acquisitions with partner offices looking to enhance their service offerings for clients, create value, drive growth, and build a succession plan that provides ongoing opportunities for business owners, their clients, and their teams. To learn more about Matt Cooper, click here.
Allison (Hillgren) Warner
Chief Marketing Officer, Beacon Pointe Advisors
2022 & 2021 Wealthies Chief Marketing Officer of the Year Finalist
For the second year in a row, Beacon Pointe’s Chief Marketing Officer, Allison (Alli) Warner, has been recognized for her illustrious brand efforts and thoughtful marketing strategies. Alli has spearheaded marketing initiatives for over a decade and has heightened creativity, innovation, and brought the firm’s marketing vision to a new level since joining Beacon Pointe in 2010, rising from intern to CMO. Through a multi-faceted approach, Alli helps develop marketing initiatives including but not limited to, national communications, brand management, marketing material design, digital marketing, content production and management, event coordination, presentation development, website oversight, M&A brand integrations, and is the internal and external point of contact for all marketing efforts throughout the firm. To learn more about Alli Warner, click here.
Kevin DiSano
Chief Growth Officer, Beacon Pointe Advisors
2022 & 2021 Wealthies Rising Star of the Year Finalist
As a finalist for the inaugural Rising Star of the Year Award, Kevin DiSano is highlighted for his next-generation leadership and outstanding business development achievements. Kevin supports strategic growth initiatives and the firm’s nationwide team of advisors as it relates to creating strategic growth opportunities across all lines of service. Kevin also manages and consults with the firm’s regional directors to further support their businesses, helping to train a team of 450+ Beacon Pointe employees, located nationwide across 45+ offices. To learn more about Kevin DiSano, click here.
2021 ‘Chief Technology of the Year’ Award Winner – David Le, Beacon Pointe’s Chief Technology Officer was named Chief Technology of the Year by WealthManagement.com in their inaugural Wealthies awards.
David was among three finalists for the prestigious industry recognition and was deemed the winner after successfully navigating a tumultuous year in technology as the world transitioned to a broader digital lifestyle through the COVID-19 pandemic.
You can read through all of Beacon Pointe’s finalist profiles for the 2021 Wealthies industry awards on the Wealthmanagement.com website, click here.
David Le, CFP®
Chief Technology Officer, Beacon Pointe Advisors
2021 Wealthies Chief Technology Officer Award Winner
is responsible for the Beacon Pointe’s technology strategy, architecture, and cybersecurity. Concurrent to his CTO role, David is a Certified Financial Planner® and serves as a wealth advisor for a select group of high-net-worth clients, which is unique to CTOs in the Registered Investment Advisor (RIA) space as he has a true advisory aptitude and understanding of the technological needs and desires of both clients and advisors. To learn more about David Le, click here.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
About WealthManagement.com
WealthManagement.com is an Informa business with the leading resources for wealth advisors and planners, providing wealth professionals with the latest industry news and information, to help build stronger relationships, improve practices, and growth of their business. The WealthManagement.com Industry Awards is a prestigious accolade program honoring outstanding achievements by individuals, organizations, and companies that exemplify innovations to the market that make a real difference in the daily responsibilities of financial advisors. A panel of judges formed by top leaders in the industry and led by WealthManagement.com editor-in-chief, David Armstrong, choose the finalists and determine the winners, recognizing the firms and individuals who support financial advisor success.
About Beacon Pointe Advisors
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.
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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