Shannon Eusey, CEO at Beacon Pointe Advisors, joins Shannon Rosic, Flyer Financial Technologies, to explore what trends are emerging in the RIA space, what has the next generation excited about this industry and how her firm is walking the walk when it come to diversity, equity and inclusion.
Eusey is the chief executive officer of Beacon Pointe Advisors, the largest female-led registered investment advisory firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as senior managing director and portfolio manager at Roxbury Capital Management and oversaw the socially responsible investment platform for several years. Eusey is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award.