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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
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
Tommy Derrick
Director, Insurance Services
Maria Caracoza
Director of Human Capital
William Thompson
Director, Institutional Consulting
Ryan Griffin
Director of Mergers & Acquisitions
Liz Mitchell
Manager, Strategic Integration
Megan Farley
Manager, Strategic Integration
Kara Felten
Human Resources Associate

Board & advisors

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

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

Offices

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