The nation’s largest female-owned RIA started as a business school class project
- October 22, 2019
- Shannon Eusey, '92 social sciences, Worth, Oct. 22, 2019
Since founding Beacon Pointe Advisors in 2002, CEO and partner Shannon Eusey has grown
it into the country’s largest female-owned and led Registered Investment Advisory
firm, with over $10 billion in assets, 14 offices nationwide and nearly 160 employees.
A graduate of the [School of Social Sciences] University of California, Irvine … Eusey
stresses the importance of making financial planning holistic and accessible. She
spoke to Worth about how she’s expanding her firm from its Newport Beach, Calif.,
base, getting corporate culture right and what she wishes she had known in business
For the full story, please visit https://www.worth.com/the-nations-largest-female-owned-ria-started-as-a-business-school-class-project/.