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A wealth management firm catering to high- and ultra-high-net-worth clients is now part of a large-scale national firm that likes its business, and name. Corient Capital Partners LLC, founded in 2015 by a group of former Merrill Lynch employees, has quickly built itself into a force in the registered investment advisory (RIA) industry in Newport Beach.
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.
Hasna Bashir Iwas, 62, who owned Beacon Pointe Pharmacy on Jefferson Avenue in Grosse Pointe Park, was convicted of conspiracy to distribute a controlled substance and 25 other counts of specific incidents of illicitly distributing opioids, benzodiazepines and promethazine from 2016 to 2018, following a trial in U.S. District Court in Detroit.
The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California.
A team that oversaw $2 billion in assets at UBS Private Wealth Management joined RIA Beacon Pointe Advisors, the firm said Tuesday.