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February 13, 2024
Eusey, a marathoner who was a scholarship volleyball player at University of California, Irvine, used her sports mentality to build Newport Beach’s Beacon Pointe Advisors into the largest female-led registered investment advisory in the nation.
October 25, 2023
RIA executives shared tips on mergers and acquisitions at Schwab Impact, starting with "no jerks" when making a deal.
October 19, 2023
The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California.
October 18, 2023
A team that oversaw $2 billion in assets at UBS Private Wealth Management joined RIA Beacon Pointe Advisors, the firm said Tuesday.
October 17, 2023
Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.
May 9, 2023
Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.
April 17, 2023
Beacon Pointe Advisors closes largest acquisition of year in NYC and Bridgehampton.
March 21, 2023
Eusey was one of five honored by the Business Journal this month with an Excellence in Entrepreneurship Award
March 13, 2023
Steve Jones was the keynote speaker at the Business Journal event at the Irvine Marriott, which drew a crowd topping 300 people.
December 24, 2022
Judy and Lou Candelaria saw their apartment destroyed in the Promentory Point fire in September. On Thursday morning, several members of a Corona del Mar women's running group surprised them with their new unit in the same complex.