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RevHubOC Hosts Inaugural Women in Impact Investing Panel

RevHubOC Hosts Inaugural Women in Impact Investing Panel
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United statesSan diegoUniversity of california irvinePalm springsOrange countyKatie lafleurKatie kalvodaShannonf euseyLaruen grattanJulie cranstonRama chakakiRevhuboc social innovation fundImpact fundRevhuboc women in impact investing panelCertifiedb corporationMission driven

Shannon Eusey: Beacon Pointe Founder Aims for A+ Firm - Orange County Business Journal

Eusey was one of five honored by the Business Journal this month with an Excellence in Entrepreneurship Award

United statesOrange countyHeather oneill fairbanksLos angelesGarth flintShannon euseyBennicas associates incUniversity of californiaBeacon pointe women advisory instituteOffice growthMidwest financial advisor groupWomen advisory instituteIrvine marriottBeacon pointe advisorsNewport beach basedBusiness journal

RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office

RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.

United statesNew yorkDistrict of columbiaSanta cruz countyLittle rockPortola valleyCoral gablesNewport beachBloomfield hillsMatt cooperRaymond jamesOneill fairbanksLance wexlerMatt fleissigDoug flahertyDeann gann

Beacon Pointe Sprouts Two New Offices in Spring 2022

Press release content from PR Newswire. The AP news staff was not involved in its creation.

United statesIndiana universitySan diegoUniversity of san diegoNewport beachJennifer mintleJeffrey mantoaniMatt cooperShannon euseyStephanie ashleyInez congerCharles duncanKelly satherCharles charlie duncanPaul duncanCharlie duncan

Beacon Pointe Continues North Carolina Expansion

/PRNewswire/ Beacon Pointe Advisors ("Beacon Pointe") announced its latest partnership with Altavista Wealth Management ("Altavista") with offices based in.

North carolinaUnited statesTrinity episcopal churchNewport beachWake forest universityDan akersKyle boydMatt cooperBrandon kawalShannon euseyJacqui friedrichUniversity of alabamaArnold trust companyAsheville catholic schoolUniversity of virginiaServices at wachovia bank