Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.
In his role as Chief Growth Officer, Kevin supports strategic initiatives and the firm’s nationwide team of advisors as it relates to creating unique client experiences and business development opportunities, driving strong organic grow across all Beacon Pointe business lines including private wealth, institutional and retirement plan services. He manages and consults with our regional directors across 35 offices, training a 350+ employee team on Beacon Pointe’s allWEALTH® approach to serving clients in addition to supporting the firm’s mergers and acquisitions endeavors.
Matt Cooper is one of the founding partners of Beacon Pointe Advisors and is the genesis behind the creation of Beacon Pointe’s M&A offering which he began in 2011. Matt leads Beacon Pointe’s acquisition team and seeks RIA partners that are planning focused with an entrepreneurial culture. He completes acquisitions with partner offices that are focused on creating synergies, value and growth, certainty for business owners, their clients, and their teams. Matt is also a founding member of the Alliance for RIAs (aRIA), the cutting-edge think tank for M&A in the RIA industry.
Allison Hillgren Warner
In her role as Chief Marketing Officer, Allison develops the strategic marketing plan for Beacon Pointe and executes all marketing and communication initiatives including brand management, website oversight, marketing presentations and business development collateral design, digital marketing strategy and social media, content production and graphic design, events, and M&A marketing and new offices/acquired RIAs rebranding. Allison is responsible for all firmwide communication efforts both internal and external and is the point of contact for all marketing initiatives across Beacon Pointe’s 35 offices and 350+ employees.
Since she founded Beacon Pointe Advisors in 2002, Shannon Eusey has led the firm from the ground up with 1 office and zero dollars in AUM to 35 offices, 330+ employees, 75+ institutional clients, thousands of high-net-worth families and more than $25 billion in assets under advisement. Shannon’s passion for financial education led her to found Beacon Pointe’s Women’s Advisory Institute in 2011 and co-author Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book and is a phenomenal role model for gender diversity and women in the wealth advisory industry.