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Beacon Pointe

163 people · 0 jobs
‌

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
Collapse
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
Bo Ward
Partner & Managing Director
Bruce Meyer
Partner & Senior Managing Director
Charlie Duncan
Partner & Managing Director
Charlie Farrell
Partner & Managing Director
Jay Healy
Partner & Managing Director
Lynette L. Heil
Partner & Finance Director
Eric Faber
Principal, Regional Director & Senior Wealth Advisor
Mike Breller
Managing Director, Institutional Consulting
Jacob Vick
Director, Mergers & Acquisitions
Jack Cooper
Director, Mergers & Acquisitions
Maria Caracoza
Director of Human Capital
Ryan Griffin
Director of Mergers & Acquisitions

Board & advisors

KC Griffin
Associate Wealth Advisor
Felix Lin
Senior Advisor, Institutional Consulting

Teams

+55

Leadership Team

59 people · 0 jobs

+27

Investment Advisory

31 people · 0 jobs

AS
CW
CB
JA
+10

Client Services

14 people · 0 jobs

+6

Mergers and Acquisitions

10 people · 0 jobs

+4

Institutional Consulting

8 people · 0 jobs

+1

Compliance and Risk Management

5 people · 0 jobs

Offices

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