In this episode of Focused on the Future, Suzanne Siracuse talks with Shannon Eusey, founder and CEO of Beacon Pointe Advisors. Shannon talks about her unique journey, starting with her childhood experiences as the only girl on all-boys sports teams. She also shares her top five trends in wealth management and discusses why scale is critical to future success.
Key points of discussion include:
- How her childhood experiences in sports lead her to break barriers in her career.
- The pivotal moment when an assignment while getting her MBA became the catalyst for founding Beacon Pointe Advisors.
- How being a woman in a predominantly male industry has affected the way she runs her business.
- Her firm's proactive strategies for better serving women investors.
- Beacon Pointe's non-cookie-cutter approach to achieving organic growth.
- Why scale gives you access to the best technology and talent.
- How her firm is using artificial intelligence in various functions, from compliance to HR to marketing.
Join Suzanne and Shannon and get ready to be inspired!
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About Shannon Eusey:
Shannon is the CEO of Beacon Pointe Advisors (“Beacon Pointe”), which she founded in 2002. Beacon Pointe is one of the largest Registered Investment Advisory (RIA) firms specializing in financial planning with full and research-led investments. partnerships with institutions, sponsored pension plans and private clients. Today, the firm has more than $30 billion in assets under advisement, with more than 55 offices and 500 employees nationwide.
Through Shannon's passion for financial education, she is a founding member of the Beacon Pointe Women's Counseling Institute (founded 2011), and Beacon Pointe Advisors is proudly the largest female-led RIA in the country. She was also a co-author Your dollars, our meaning, an international bestseller, ranking #1 in six business and finance categories. Beyond her corporate accomplishments, Shannon serves or has actively served on numerous boards, including Banc of California, Viewpoint Ventures, Young Presidents Organization (YPO) Orange County Chapter, Charles Schwab Council of Advisors, TD Advisory Council Ameritrade, CNBC Financial Advisory Council, as well as the UCI Athletic Fund Board, the Sisters of St. Joseph in Orange and the Trustee of the Friends of the Girl Scout Council of Orange County.
Shannon and Beacon Pointe have been collectively recognized for many accomplishments, showcasing Shannon's career success and the firm's accomplishments. Some of these recent assessments include:
- Barron's Top 100 RIA Firms
- Barron's Top 100 Women Financial Advisors
- Forbes' Top Women's Wealth Advisors in America
- InvestmentNews Women to Watch in 2020
- Worth magazine's 50 women changing the world
- Top wealth advisor moms from Working Mother Magazine
- Financial Advisor Magazine Top VNRs
- Forbes 100 Fastest Growing RIAs
- Financial Times 401 Top Retirement Plan Advisers
- UC Irvine Lauds & Laurels Award Recipient
Prior to founding Beacon Pointe Advisors, Shannon played a key role in Roxbury Capital's Private Client Group, overseeing investment policy, asset allocation and capital strategy. She also managed Roxbury's Socially Responsible Investment Team and contributed to the firm's strategic direction as a member of Roxbury's Management Committee.
Shannon earned her MBA from UCLA's Anderson School of Management and her undergraduate degree from UC Irvine, where she also played on the Women's Volleyball Team. She resides with her husband in Newport Beach, California, where they raised their four children.