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Shannon Eusey
Shannon Eusey
Member Board Of Directors | Beacon Pointe
Newport Beach, California, United States
Shannon Eusey
Summary
Shannon Eusey is a seasoned financial expert and entrepreneur, currently serving as the CEO and Founder of Beacon Pointe Advisors. With a strong background in investment advisory and wealth management, she has dedicated her career to helping clients navigate complex financial landscapes. Shannon's innovative approach includes a focus on research-driven investments and comprehensive financial planning. She is also a published author, with her book 'Your Dollars, Our Sense' becoming an international bestseller. Shannon's leadership extends beyond her firm, as she actively participates on various boards, including that of Pacific Mercantile Bank. Her accolades include recognition as one of Barron's Top Women Financial Advisors and a recipient of the OCBJ Women in Business Award. Passionate about empowering women in finance, she founded The Beacon Pointe Women's Advisory Institute. Shannon's educational background includes an MBA in Finance from UCLA and a BA from UC Irvine.
Shannon Eusey
Work Experience
Member Board Of Directors at
Pacific Mercantile Bank
May 2019 - Present
Book Author at
Your Dollars, Our Sense
January 2018 - Present
Women's Advisory Institute Board Member at
Beacon Pointe
January 2012 - Present
CEO and Co-Founder at
Beacon Pointe
March 2002 - Present
Professor, Wealth Management at
University Of California Irvine The Paul Merage School Of Business
April 2014 - April 2019
Senior Managing Director at
Roxbury Capital Management
January 1994 - January 2002
Shannon Eusey
Education
University of California, Los Angeles, Mba
January 1999 - January 2002
University of California, Irvine, Ba
January 1988 - January 1992
Frequently Asked Questions about Shannon Eusey
What is Shannon Eusey email address?
Shannon Eusey's primary email address is *************@pmbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Shannon Eusey work for?
Shannon Eusey is a Member Board Of Directors at Beacon Pointe, a company specializing in Management consulting services.
Where Shannon Eusey graduated from?
Shannon Eusey holds a degree in Finance from University of California, Los Angeles.
How can I directly contact Shannon Eusey?
To contact Shannon Eusey directly, you can use the email address *************@pmbank.com. Complete contact information is available upon registration with Muraena.
Who is Shannon Eusey?
Shannon Eusey is a seasoned financial expert and entrepreneur, currently serving as the CEO and Founder of Beacon Pointe Advisors. With a strong background in investment advisory and wealth management, she has dedicated her career to helping clients navigate complex financial landscapes. Shannon's innovative approach includes a focus on research-driven investments and comprehensive financial planning. She is also a published author, with her book 'Your Dollars, Our Sense' becoming an international bestseller. Shannon's leadership extends beyond her firm, as she actively participates on various boards, including that of Pacific Mercantile Bank. Her accolades include recognition as one of Barron's Top Women Financial Advisors and a recipient of the OCBJ Women in Business Award. Passionate about empowering women in finance, she founded The Beacon Pointe Women's Advisory Institute. Shannon's educational background includes an MBA in Finance from UCLA and a BA from UC Irvine.
Shannon`s contact details
*************@pmbank.com
******@getthesense.com
******@bpadvisor.com
******@beaconpointe.com
******@bpadvisors.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Partner, Managing Director
Director of Financial Planning
Chief Technology Officer / Wealth Advisor
Wealth Advisor
Managing Director and Partner
Partner, Managing Director
Managing Director, Partner
Director of Operations