BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 119290). Regulatory assets under management: $54.9B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.

Officers, owners & control persons (32)

Showing 25 of 32 people.

NameRoleLocation
Shannon Elizabeth EuseyCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER
Michael Gaffney DowCHIEF INVESTMENT OFFICER
Matthew Baird CooperCHIEF EXECUTIVE OFFICER; PRESIDENT
John Raymond GrayCHIEF ACCOUNTING OFFICER
Commie StevensCHIEF PRACTICE OFFICER
Karisa Jade DiephouseCHIEF OPERATING OFFICER
Janet Judith HathawayGENERAL COUNSEL
Jon Colin FrojenCHIEF FINANCIAL OFFICER
Shannon Flint EuseyCHAIRMAN
Catherine Grace PrenticeINTERIM CHIEF COMPLIANCE OFFICER
EUSEY SHANNON EOWNER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
FLINT GARTH KEVINCHAIRMAN; CHIEF EXECUTIVE OFFICER; MEMBER (+2 more)
ROSING MOLLIE FCHIEF FINANCIAL OFFICER
COOPER MATTHEW BAIRDMANAGING DIRECTOR; PARTNER; PRESIDENT
ALLISON DOUGLAS THEODOREMANAGING DIRECTOR
LIN FELIX TMANAGING DIRECTOR
PECK DIANE MARILYNCHIEF FINANCIAL OFFICER
MOORE JAMES EKBLOMCHAIRMAN; CHIEF EXECUTIVE OFFICER; VICE CHAIRMAN
EUSEY SHANNON ELIZABETHCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER (+1 more)
EUSEY SHANNON FLINTOWNER; PRESIDENT AND CHIEF OPERATING OFFICER
FLINT CLAUDIA ANNTRUSTEE
EUSEY RICHARD EDWARDTHE RICHARD AND SHANNON EUSEY TRUST; TRUSTEE
DOW MICHAEL GAFFNEYCHIEF INVESTMENT OFFICER
LATIMER MARK JAMESCHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER
ROSING MOLLIE FLINTCHIEF FINANCIAL OFFICER; DIRECTOR OF HUMAN RESOURCES

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