Shannon Eusey

Shannon Eusey is the CEO and Co-Founder of Beacon Pointe, a registered investment advisory firm. Shannon has been with the company since 2002 and focuses on full-service financial planning and research-driven investments. Shannon is also a member of the Women's Advisory Institute Board at Beacon Pointe, where they strive to provide knowledge and support for female investors.

In addition to their role at Beacon Pointe, Shannon is a Member of the Board of Directors at Pacific Mercantile Bank since 2019. Shannon is committed to fulfilling fiduciary duties and ensuring the bank's interests are prioritized.

Shannon is an accomplished author and published the book "Your Dollars, Our Sense." The book has achieved international bestseller status and provides valuable insights into the essentials of life and money.

Furthermore, Shannon has taught as a Professor of Wealth Management at the University of California, Irvine - The Paul Merage School of Business from 2014 to 2019. Shannon designed a course that covers various aspects of personal and business wealth management to help individuals and families succeed in managing, preserving, and distributing their wealth.

Prior to their current roles, Shannon held the position of Senior Managing Director at Roxbury Capital Management from 1994 to 2002.

Shannon Eusey completed their Bachelor of Arts degree from UC Irvine in 1992. Shannon went on to pursue a Master of Business Administration (MBA) in Finance from UCLA, graduating in 2002.