Director, Strategic Integration At Beacon Pointe
CurrentBeacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.In my current role I'm responsible for overseeing the integration of new partner offices who join Beacon Pointe and manage strategic projects for the firm.