WebbCo-hosts Coby Cress and Karen Reifel are joined by Beacon Pointe CEO and Co-founder Shannon Eusey. An insightful deep dive into Shannon's favorite reads, what she's learned over the years as a woman (and mother of 4) in wealth management, and how Beacon Pointe came to be. Show Notes: GRIT- The Power of Passion & Perseverance A Man in Full WebbShannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, …
Shannon Eusey: Beacon Pointe Founder Aims for A+ Firm
Webb28 mars 2024 · In 2024, Eusey said her goal was to grow from 15 offices to 50. She’s almost reached her goal as Beacon Pointe currently has 46 offices. Eusey still sees an opportunity to continue expansion in the U.S., saying the company will soon be announcing some more acquisitions. WebbMs. Shannon Eusey is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Previously, she served as Managing Director and Portfolio Manager at Roxbury Capital Management, LLC. She was responsible for the socially responsible investments for several years at Roxbury. fischer oil co washington mo
Shannon Eusey Featured in 2024 Wall Street Journal - Beacon …
WebbIt’s inspiring to see Beacon Pointe CEO, Shannon Eusey, highlighted by GenHERation, particularly during #WomensHistoryMonth! This is an … WebbShannon Eusey has 2 current jobs as Member Board Of Directors at Pacific Mercantile Bank and CEO & Co-Founder at Beacon Pointe. Additionally, Shannon Eusey has had 1 … WebbShannon Eusey is a partner and CEO with Beacon Pointe Advisors. The Newport Beach, California-based firm manages $6.9 billion in custodied assets. She was named a Top … fischer offtrack 5