Shannon Eusey
Shannon Eusey is an experienced wealth management and financial services executive, and Co-Founder and CEO of Beacon Pointe, the largest female-led RIA firm in the country. Prior to founding Beacon Pointe, she served as Professor of Wealth Management at The Paul Merage School of Business at UCI. Before that, she was Senior Managing Director and Portfolio Manager at Roxbury Capital Management, where she oversaw the socially responsible investment platform for several years. Shannon co-authored Your Dollars, Our Sense, an international bestselling book that has ranked No.1 in six different business and finance categories. Throughout her career, she has served on numerous boards and is a dedicated philanthropist.
Shannon Eusey Professional Experience / Academic History
Professional Experience
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Co-Founder and CEO
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Professor of Wealth Management
Academic History
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M.B.A., Finance
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Bachelor of Arts
CURRENT AFFILIATIONS
Member, Young Presidents Organization
Member, CNBC Financial Advisor Council
Member, Viewpoint VC Advisory
Board of Directors, Pacific Mercantile Bank
Board Member, Banc of California
Board Member, TD Ameritrade Advisory Council
Board Member, Scratchworks
EARLY CAREER
Shannon served as Senior Managing Director of Roxbury, where she oversaw the firm's investment policy, asset allocation, and equity strategy.
She also managed Roxbury’s Socially Responsible Investments Team and contributed to the firm’s strategic direction as a member of Roxbury’s Management Committee.
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 served as the Executive Director of the HALO Foundation.
Throughout her career, she has been regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, CNBC, Financial Planning Magazine, among other publications.
RECOGNITIONS