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Beacon Pointe

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Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.

Industries

Consulting, Finance

Headquarters

Newport Beach, United States

Employees

51-200

Links

Org chart

Shannon Eusey
CEO

Shannon Eusey

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Matthew B. Cooper
Partner, President & Beacon Pointe Advisor
John Gray
CFO
Allison Hillgren Warner
CMO
Karisa Diephouse
COO
Michael G. Dow
CIO
Kevin DiSano
Chief Growth Officer
Janet Hathaway
General Counsel
Garth K. Flint
Partner & Founder
Alisha Rosenthal
Partner & Managing Director
Andrew R. Reinhardt
Partner & Managing Director
Bo Ward
Partner & Managing Director
Bob Van Wetter
Partner & Managing Director
Bobby Comeaux
Partner & Managing Director
Brandt Kuhn
Partner & Managing Director
Brian L. Coughlan
Partner & Managing Director
Bruce Meyer
Partner & Senior Managing Director
Burk Rosenthal
Partner & Managing Director
Charlie Duncan
Partner & Managing Director
Charlie Farrell
Partner & Managing Director
Charles E. Carrick
Partner & Managing Director
Christopher F. Palermo
Partner & Managing Director
Darin Simonian
Partner & Managing Director
David Emmes
Partner, Managing Director
Donald J. Hertling
Partner & Managing Director
David Massart
Partner & Managing Director
Fred Taylor
Partner & Managing Director
Eric Witte
Partner & Managing Director
Grant E. Hartvigson
Partner & Managing Director
David Le
CTO & Wealth Advisor
Graham Pierce
Partner & Managing Director
Gene Ka
Partner & Managing Director
Heidi Benavidez
Partner & Managing Director
HG
Helen Goldstein
Partner & Managing Director
James W. Ferrell
Partner & Managing Director
James Davenport
Partner & Managing Director
Jameson Van Houten
Partner & Managing Director
Jay Healy
Partner & Managing Director
Jill B. Steinberg
Partner & Managing Director
Joe D. Schofield III
Partner & Managing Director
Jeff Hwang
Partner & Managing Director
Jonathan Acosta
Partner & Managing Director
Jordan Heller
Partner & Managing Director
L. Daniel Akers Jr.
Partner & Managing Director
Laine Ainsworth
Partner & Managing Director
Kyle R. Boyd
Partner & Managing Director
Landen L. Lunsway
Partner & Managing Director
Mark Flint
Partner & Managing Director
Marc S. Wolff
Partner & Managing Director
Mark Moehlman
Partner & Managing Director
Mark V. Mathers
Partner & Managing Director
Michael R. Beck
Partner & Managing Director
Michael H. Kane
Partner & Managing Director
Michele T. Sarna
Partner & Managing Director
Rocky Lin
Partner & Managing Director
Sean Curley
Partner & Managing Director
Sheryl W. Austin
Partner & Managing Director
Rocky Daigle
Partner & Managing Director
Walt Bond
Partner & Managing Director
J. Kent Giguere Jr.
Partner & Senior Wealth Advisor
James P. Cooper
Partner & Senior Wealth Advisor
Leslie J. Reynoso
Partner & Senior Wealth Advisor
MH
Michael Himmel
Partner & Senior Wealth Advisor
Steven Bright
Partner & Senior Wealth Advisor
KM
Kerstin M. Murphy
Partner & Senior Relationship Manager
Lynette L. Heil
Partner & Finance Director
Tom Stefaniak
Managing Director & Partner
Georgia Bennicas
Partner & Managing Director
Rawles F. Bell
Partner & Managing Director
Wayne C. McCullough
Partner & Managing Director
Heather O’Neill Fairbanks
Partner & Managing Director
Keith Ferguson
Partner & Senior Wealth Advisor
Lance Wexler
Partner & Senior Wealth Advisor
Allen Ferguson
Partner & Senior Wealth Advisor
Andrew L. Stern
Partner & Managing Director
Carrie Gallaway
Partner & Managing Director
John Martindale
Partner & Managing Director
Eric Faber
Principal, Regional Director & Senior Wealth Advisor
Scott Plamondon
VP, Beacon Pointe Insurance Services
Mike Breller
Managing Director, Institutional Consulting
Isamu Fairbanks
Managing Director
Paige L. Goll
Principal & Senior Strategic Investment Advisor
Crystal Garner
Principal & Senior Wealth Advisor
Catherine Prentice
Director of Compliance
Derek Newcomer
Director, Investment Research
Jason Overholtzer
Director, Investment Research
Jacob Vick
Director, Mergers & Acquisitions
Jade Goodman
Director, Strategic & Legacy Planning
Jack Cooper
Director, Mergers & Acquisitions
Julien Frazzo
Director, Risk Management & Securities Research
Kelly DiGonzini
Director of Financial Planning
Nathaniel Brown
Director of Regional Operations
Stephen Marshall
Director of Asset Allocation
Tommy Derrick
Director, Insurance Services
Maria Caracoza
Director of Human Capital
William Thompson
Director, Institutional Consulting
Ryan Griffin
Director of Mergers & Acquisitions
RM
Ryan McEnerney
Director of Central Support
AP
Annie Parrish
Human Resources Manager
Liz Mitchell
Manager, Strategic Integration
Megan Farley
Manager, Strategic Integration
Jesse Crane
Business Development Manager, Institutional Consulting
JM
Jackie Mendoza
Manager of Account Services
Andrew Howard
Senior Associate, Institutional Consulting
Austin Kastenberg
Senior Associate, Institutional Consulting
ED
Emily Dang
Compliance Associate
Eliza Moody
Marketing & Communications Associate
Kara Felten
Human Resources Associate
Ike Egwuonwu
Associate Financial Planner
CW
Cameron Wright
Client Service Associate, Institutional Consulting
Peter Gottlieb
Internal Business Development Associate, Mergers & Acquisitions
Brad Meyer
Wealth Advisor
Brittany Mangrum
Senior Financial Planner
Tom O’Connor
Certified Financial Planner
Mitchell Hughes
Senior Consultant, Institutional Consulting
Loyd Wellman
Financial Planning Specialist
CH
Chandler Hammersla
Senior M&A Analyst
Raul Marquez
M&A Analyst
Chris Clark
Learning & Development Coordinator
MT
Meagan Tse
Marketing & Communications Associate

Teams

+56

Leadership Team

59 members

+28

Investment Advisory

31 members

AS
CW
CB
+11

Client Services

14 members

+7

Mergers and Acquisitions

10 members

+5

Institutional Consulting

8 members

+2

Compliance and Risk Management

5 members

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