Shannon Eusey

Shannon Eusey

Formal First Name

Shannon Eusey is the Chief Executive Officer of Beacon Pointe's Investment Committee. Prior to founding Beacon Pointe, she served as a Senior Managing Director and Portfolio Manager at Roxbury Capital Management. She is regularly featured in The Wall Street Journal, Investment News, Barron’s, Financial Planning Magazine, among other publications. Shannon co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. A dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and HALO Foundation.

Professional Experience

Academic History

  • Forbes 100 Fastest Growing RIAs, 2017
  • Forbes Top 100 Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top Women Financial Advisors, 2018
  • Barron's Top Independent Advisors
  • Barron's Top 1,200 Financial Advisors
  • Financial Times Top 300 Registered Investment Advisors, 2016

Community Involvement