PASSIONATE

EXPERIENCED

INDEPENDENT

Our firm was founded in 2002 and has since become one of the largest RIAs (Registered Investment Advisor) in the nation with over $6.2 billion in assets under management (as of 12/31/13). As a 100% employee-owned, independent investment advisory firm, we provide clear and objective investment advice, solely advocating for our diverse group of clients including that of endowments, foundations, institutions, and high-net-worth individuals.

We utilize a diligent manager research process unique to the advisory community. Through our rigorous evaluation process we find stable and proven, but undiscovered managers. Our proprietary manager evaluation process and selection criteria help us identify what we believe are superior investment managers before they are widely recognized.

In addition, our asset size allows us to negotiate lower fees and account minimums. We offer our clients access to a carefully selected and closely-guarded group of investment managers that meet our strict performance and qualitative criteria. As a fee-only advisor, we accept no fees from the investment managers we recommend – this ensures that our clients’ best interest is the only driving force in our relationship.

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  • Douglas Allison, CFA
  • Matt Cooper
  • Shannon Eusey
  • Garth Flint
  • Felix Lin, CFA
  • Graham Pierce
  • Mollie Rosing, CFA, CPA
  • Jonathan Acosta, JD
  • Scott Ayers
  • Matt Belfanti, CFP®, CLU®
  • Mike Breller
  • Juna Chiang, CFP®
  • Ellie Chizmarova, CFA
  • Michael DiRocco
  • Karen Heifferon
  • Bo Hendrickson
  • David Hopkins
  • Julie Johnson
  • Alex Kassouf
  • Alex Kohara
  • Mike Lambrakis
  • Kelly MacRae, CFP®
  • Derek Newcomer, CFA, CAIA
  • Jason Overholtzer, CFA
  • Robert Park
  • Jace Prows
  • Marcy Reyes
  • Karen Sarten, CFP®
  • Commie Stevens, JD
  • Andrew Wabuko
  • Steven Beals
  • Lydia Dupont
  • Amanda Gallaher
  • Wanda Ho
  • Melinda Jack
  • Krista Jajonie
  • Autumn Kim
  • Eve-Marie Kuntzman
  • George Logan
  • Liz Mitchell
  • Kathy Sharp
  • Sarah Wilson
  • Allison Hillgren
  • Hillary Huang
  • Brittany Kutzke
  • Diane Peck, CFA, CPA
  • Catherine Prentice
Garth Flint
Chief Executive Officer and Founder, Partner

Garth FlintGarth has over 30 years experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California and currently serves as an expert witness for fiduciary investment related matters. He also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is also Chairman of the Advancement Committee as well as the Investment Committee, currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board, he and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, nine grandchildren, and lives with his wife in Newport Beach, California.

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Shannon Eusey
President, Founder, Partner

Shannon EuseyShannon is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management, LLC. She was in charge of the socially responsible investments for several years at Roxbury. Shannon graduated from the University of California Irvine where she played Division I Volleyball. Shannon received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a founding member of and serves on the Board of the Beacon Pointe Women’s Advisory Initiative, serves on the Board of the Young Presidents Organization (YPO) for the Orange County Chapter, serves on the UCI Athletic Fund Board and is currently an adjunct professor for the UCI Merage School of Business, and also serves on the Investment Committee of Sisters of St. Joseph in Orange. Shannon has served as Vice Chairman on the Board of Directors for the National Network to End Domestic Violence, served as a director on the Board of Miocean.  Shannon is married, has four children, and lives with her husband in Newport Beach, California.

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Douglas Allison, CFA
Senior Managing Director, Partner

Doug AllisonDoug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS degree in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Matthew Cooper
President – Private Client Group, Partner

Matt CooperMatt has been with the firm since its inception, is a founding partner, and is responsible for overseeing the Private Client Services Group. In addition, Matt oversees Beacon Pointe Wealth Advisors, a subsidiary of Beacon Pointe. Matt is also a member of Beacon Pointe’s Investment Committee. Prior to the founding of Beacon Pointe, he spent several years with a financial firm in Newport Beach. Matt graduated from the University of Southern California School of Business Administration with a BS degree in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. Matt remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past-President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also serves on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and three boys. He enjoys golf, reading, and spending time with his family.

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Felix Lin, CFA
President – Institutional Consulting Group, Partner

Felix LinFelix has been with the firm since its inception and is a founding partner. Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He also sits on the Investment Committee of the Goodwill of Orange County and the Humane Society Silicon Valley. In addition, Felix serves as an Ambassador for Free Wheelchair Mission. Felix is a frequent guest speaker at the University of California, Irvine Paul Merage School of Business Portfolio Management graduate course. Felix has earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles. Felix is married and lives with his wife and son in Irvine, California.

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Mollie Rosing, CFA, CPA
Director of Human Resources, Partner

Mollie RosingMollie has been with the firm since its inception, is a founding partner, and is the company’s Directory of Human Resources. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. She is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants and serves on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Newport Beach, California.

Graham Pierce
Managing Director – Private Client Group, Partner

Graham PierceGraham oversees client servicing at Beacon Pointe and is a member of the Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Solomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Aliso Viejo, California.

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Diane Peck, CFA, CPA
Controller

Diane PeckDiane is the company’s Controller responsible for accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA. She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Commie Stevens, JD
Managing Director – Strategic and Financial Planning

Commie StevensCommie oversees the firm’s Strategic and Financial Planning Department where she enjoys helping our clients live better lives by giving them the framework to make informed financial decisions. Before joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law in 1995, her BA in Economics from the University of California at Irvine in 1992 and is an Investment Advisor Representative (Series 65). Commie regularly writes and speaks on a host of financial and estate planning topics and has been a guest speaker for events sponsored by Pacific Life Insurance Company, Charles Schwab, TD Ameritrade, the International Forum and The Paul Merage School of Business at the University of California at Irvine. She is a founding member of the Beacon Pointe Women’s Advisory Initiative and has served as the Governance Chair for Hi Hopes Identity Discover Foundation benefiting a fine-arts program for adults with developmental disabilities. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

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Robert Park
Vice President

Robert is responsible for working with Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe Advisors, Robert spent four years with Fidelity Investments in various investment advisory roles and most recently as a Portfolio Specialist. Robert graduated Cum Laude from the University of Central Arkansas with a BBA in Management and Minor in Spanish and he was also the quarterback for the university’s Division I Football team. Robert is a CFA Level I Candidate. He currently resides in Roanoke, Texas with his wife Hannah. Outside of work he enjoys spending time with his family.

Jace Prows
Vice President

Jace is responsible for working with Beacon Pointe’s Private Client Service group. Prior to joining Beacon Pointe Advisors, Jace spent six years as a Financial Advisor working with private and institutional clients at TD Ameritrade and Fidelity Investments. Jace attended the University of North Texas in Denton, Texas. He currently resides in Trophy Club, Texas with his wife Angela. Outside of the office Jace and his wife enjoy spending time outdoor’s and traveling.

Ellie Chizmarova, CFA
Managing Director – Manager Research

Ellie ChizmarovaEllie’s primary responsibilities are investment manager research and due diligence. In addition, she is a member of Beacon Pointe’s Investment Committee. Previously, Ellie spent seven years at Metropolitan West Capital Management. During her tenure at MetWest Capital, Ellie held several roles with increasing responsibilities, most recently as Vice President, Portfolio Research Specialist. Prior to that, Ellie was employed by Citigroup Institutional Consulting as an Analyst from 1998 to 2001. Ellie earned her BA degree with a double major in Business Administration and History from the American University in Bulgaria in 1997. She received her M.B.A. degree with Honors from Pepperdine University in 1999 and is a CFA Charterholder. Ellie is a member of the CFA Society of Orange County and a graduate of the Riordan Volunteer Leadership Development Program under the auspices of the Los Angeles Junior Chamber of Commerce. She is married, has two children, and lives with her husband in Laguna Niguel, California.

Karen Heifferon
Senior Vice President

Karen HeifferonKaren is responsible for servicing and consulting to Beacon Pointe’s institutional clients. She shares responsibility for the firm’s manager research in fixed income and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, she co-founded AfterCollege Incorporated, the largest career network for entry-level job seekers and employers. Karen was responsible for the creation, implementation, and strategic growth of AfterCollege’s Healthcare division. Karen graduated from Pacific Union College with a BS in Biochemistry, received her Master’s in Physiology from Loma Linda University, and completed her MBA from the University of California, Irvine. Karen serves as a Board Member for the Beacon Pointe Women’s Advisory Initiative and is a member of the CFA Society of Orange County and is currently a Level 2 candidate. Karen is a lifetime surfer and an avid runner.

Eve-Marie Kuntzman
Vice President, Client Services

Eve Kuntzman Eve is a Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for client servicing, portfolio administration and operations support for Beacon Pointe’s Private Client Services group. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting. Eve-Marie graduated from California State University, Fullerton with a BA in Sociology.

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Mike Breller
Managing Director – Institutional Consulting Group
Mike BrellerMike is responsible for the Institutional Group’s business development and servicing and consulting to Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors in 2010, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups.  Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. He resides in Irvine, California with his wife and two daughters.View Mike’s LinkedIn Profile
Mike Lambrakis
Vice President
MLambrakisMike is responsible for working with clients of Beacon Pointe’s Private Client Services Group. Prior to Beacon Pointe Advisors, Mike spent three years in the financial services industry helping high-net worth individuals with wealth planning and investment strategies in the Private Client Group of Wells Fargo Advisors. Mike is a graduate of the University of California, Los Angeles where he studied history and anthropology. Mike was born in Long Beach and moved to Newport Beach where he attended Newport Harbor High School. Outside of work Mike enjoys reading, watching college baseball and football, and traveling with his wife Brooke.

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Kelly MacRae, CFP®
Vice President – Strategic and Financial Planning

Kelly MacRaeKelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. Kelly graduated from Gonzaga University School of Business with a concentration in Business Law. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a Certified Financial Planner. Kelly is a founding member of and serves as a Board Member for the Beacon Pointe Women’s Advisory Initiative and her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides in Newport Beach, California.

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Marcy Reyes
Paraplanner – Strategic and Financial Planning

Marcy is a Financial Paraplanner within Beacon Pointe’s Strategic and Financial Planning Department. She is responsible for helping private clients determine and achieve their financial goals. Marcy graduated from the University of California, Irvine, where she earned her BA degree in Business Economics with a minor in Earth and Atmospheric Sciences. Outside of the office, Marcy enjoys playing rugby, baking, and traveling abroad.

David Hopkins
Senior Vice President

David HopkinsDavid is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

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Julie Johnson
Vice President

Julie JohnsonJulie is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals. Julie earned her BS in Marketing from San Diego State University. Julie is a founding member of and serves as a Board Member for the Beacon Pointe Women’s Advisory Initiative, and outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

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Jason Overholtzer, CFA
Senior Vice President

Jason OverholtzerJason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason lives in Ladera Ranch, California with his wife and three children.

Karen Sarten, CFP®
Vice President

Karen SartenKaren is responsible for new client development and management for Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe, Karen worked as an Investment Consultant, assisting individual investors with a wide range of investment and income related strategies. Karen earned her BA in Finance with honors from California State University, Fullerton and received the Certified Financial Planning designation. Karen is a founding member of and serves as Board Director for the Beacon Pointe Women’s Advisory Initiative and is a founding member of Athena OC, an organization dedicated to promoting work-life balance through the sharing of wisdom among women professionals.

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Juna Chiang, CFP®
Vice President

Juna ChiangJuna assists our clients with their financial planning needs in Beacon Pointe’s Private Client Services Group. She earned her Master’s Degree from University of California, Los Angeles, in Public Health and her BA from Providence College in Taiwan. Juna previously worked with Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and enjoys volunteering, reading, and spending time with her family and friends.

Alex Kohara
Vice President

Alex KoharaAlex is responsible for comprehensive servicing oversight of institutional clients. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Bo Hendrickson
Investment Analyst

Bo is an analyst for the Institutional Consulting Services Group at Beacon Pointe. His responsibilities include preparing performance reports, conducting asset allocation studies and manager searches. Bo graduated from the University of California, Irvine with a BA in Business Administration with a specialization in Accounting and a minor in Economics. In his free time, Bo enjoys playing roller and ice hockey, exploring nature, and supporting professional Bay Area sport teams.

Derek Newcomer, CFA, CAIA
Senior Vice President

Derek NewcomerDerek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA charterholder and a member of the CFA Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).

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Wanda Ho
Senior Vice President, Client Services

Wanda HoWanda is a Senior Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting where she was responsible for client servicing and portfolio administration. Wanda graduated from University of California, Irvine with a BS in Biology. She currently serves on the Board of Directors for Word Alive Church.

Steven Beals
Director of Operations

Steve BealsSteve is Director of Operations at Beacon Pointe Advisors. He is responsible for oversight of client services, trading, portfolio administration and reporting. Steve is focused on the firm’s operations strategy and service experience, working to develop and implement workflow processes to enhance Beacon Pointe’s operating efficiency. Prior to joining Beacon Pointe in 2014, Steve spent sixteen years with Charles Schwab, most recently serving as Senior Manager, Sales Operations and Business Support Services. His responsibilities entailed overseeing sales enablement programs, identifying and implementing operational efficiencies and executive business management functions. Previously, he held various management roles at Schwab in client services, business strategy implementation and communications. Steve started his career in client servicing roles at Boston Financial Data Services and Transamerica. Steve attended the University of Missouri, Kansas City and Arizona State University. In his free time, he enjoys surfing, snowboarding, traveling and indulging his culinary curiosity.

Autumn Kim
Operations Analyst
Autum Kim

Autumn is an Operations Analyst at Beacon Pointe Advisors and member of the firm’s Operations team. She is responsible for preparation of client documentation, establishment of new accounts and database management. Prior to joining Beacon Pointe in 2013, Autumn attended California State University, Long Beach where she graduated with a BA in International Business. In her free time, Autumn enjoys travelling, water sports and spending time with family and friends.

Krista Jajonie
Vice President

Krista JajonieKrista is a Vice President at Beacon Pointe Advisors and member of the firm’s Operations team. She is responsible for portfolio billing, account reconciliation and various internal projects. Prior to joining Beacon Pointe in 2005, Krista worked in accounts receivable. She attended the University of Southern California, graduating with a degree in Journalism. She is a sustaining member of the Newport Chapter of National Charity League, spending time working closely with local charities, including Operation Smile. Krista and her family live in Newport Beach, California.

Scott Ayers
Vice President

Scott AyersScott is responsible for working with Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

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Matt Belfanti, CFP®, CLU®
Vice President

Matt BelfantiMatt is responsible for working with Beacon Pointe’s Private Client Services Group. Prior to Beacon Pointe Advisors, Matt has spent eight years in the financial services helping high-net worth individuals, businesses, and private foundations with wealth planning and investment strategies. Matt graduated from the California State University, Fullerton where he Played Division I baseball. He also received his MBA from the University of Southern California. Matt is a Certified Financial Planner (CFP®) professional as well as a Chartered Life Underwriter (CLU®). Matt is on the Regional Leadership Council for the Special Olympics of Orange County, and also, chairs the Cal State Fullerton Baseball Alumni Committee. Matt is married with two daughters, and lives with his family in Ladera Ranch, California.

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Catherine Prentice
Senior Vice President of Compliance and Operations

Cathi PrenticeCathi’s primary responsibilities include compliance and client service. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi attended Texas Women’s University. Cathi and her family live in Irvine, California.

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George Logan
Client Services Associate

George is a Client Services Associate at Beacon Pointe Advisors and member of firm’s Operations team. He is responsible for client servicing, portfolio administration and operations support for Beacon Pointe’s Private Client Services group. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Liz Mitchell
Vice President, Client Services

Liz MitchellLiz is a Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for client servicing, portfolio administration and operations support for Beacon Pointe’s Private Client and Institutional Services groups. Liz is also involved in the organization and execution of internal projects designed to create operational efficiencies. Liz graduated from Chapman University with a BS in Economics. She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

Andrew Wabuko
Investment Analyst

Andrew WabukoAndrew is responsible for investment analytics and institutional client servicing. Previously, Andrew worked at Citibank for 10 years in treasury and cash management, risk and controls assessment, and managing projects in SME for product creations for foreign exchange and cash management for various African countries. He earned his bachelor’s degree in economics from University of Nairobi and a master’s degree in business administration from California University of Management and Sciences. In his spare time, Andrew likes to hike, camp and volunteer in the community.

Jonathan Acosta, JD
Vice President

Jonathan AcostaJonathan is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe, Jonathan worked in PIMCO’s business development group, where he played an integral role in the development and maintenance of relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his Juris Doctor from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married and resides with his wife and daughter in Newport Beach, California.

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Michael DiRocco
Investment Analyst

Mike DiRoccoMichael is responsible for analytics and client servicing for the Institutional Services Group at Beacon Pointe. Prior to Beacon Pointe, Michael graduated from San Jose State University, with a BA in Economics.  While at San Jose State University, Michael played Division 1 baseball.  Michael lives in Newport Beach, California and enjoys traveling and coaching baseball.

Lydia Dupont
Assistant Vice President, Client Services

Lydia DupontLydia is an Assistant Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe in 2012, Lydia was with Morgan Stanley Smith Barney for nine years in various roles including client servicing and operations management. She also worked at UBS Financial Services where she was involved with the FINRA Operations Content Committee. Lydia graduated from California State University, Long Beach with a BS in Business Administration with an option in Finance and a BA in Business Economics. While in school, she was active in the Financial Management Association organization and served as its Treasurer. In her free time, Lydia enjoys traveling, sewing, photography and spending time with her family and friends.

Allison Hillgren
Vice President of Marketing and Communications

Alli HillgrenAlli oversees the internal and external marketing and communications for Beacon Pointe Advisors, working with both the Institutional Client and Private Client groups. Her responsibilities include website oversight, presentation and video development, social media and content planning, and market research. Alli graduated from the Marshall School of Business at the University of Southern California where she was the Team Captain of the Division 1, Pac-12 USC Women’s Volleyball Team. Alli also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at the University of Southern California. She is a founding member of and serves on the Board for the Beacon Pointe Women’s Advisory Initiative, and serves on the Board for the Women of Troy division of the USC Athletic Department. She also oversees the Marketing Subcommittee for UCI’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program. Outside of work, she enjoys horseback riding, tennis, golf, traveling, spending time with family, and she currently resides in Newport Beach, California.

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Hillary Huang
Marketing Assistant

Hillary is a Marketing Assistant within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include social media management, database maintenance, and oversight of marketing processes. She also works directly with Beacon Pointe’s Institutional Consulting Services team to oversee and distribute Requests for Proposals, analytical reports, and conduct market research, among other duties. Hillary graduated from University of California, Irvine with a degree in Economics and a minor in Management. Outside of the office, Hillary enjoys running, exploring new types of food, and watching professional basketball.

Brittany Kutzke
Assistant Vice President of Finance and Accounting

Brittany KutzkeBrittany assists Mollie Rosing, Beacon Pointe’s Chief Financial Officer, with all things finance and accounting. She graduated from California State Long Beach with a BA in Finance. Brittany is very passionate about health and fitness and Pilates.

Kathy Sharp
Office Manager
Kathy SharpKathy serves as Office Manager for Beacon Pointe Advisors. She is responsible for client communications, database organization, oversight of internal processes and general office management duties. She is originally from San Diego and attended San Diego State University before graduating from South Western College with a degree in Liberal Arts. In her free time, Kathy is an avid runner, enjoys playing golf and working out. She currently lives in Newport Beach, California, and loves to spend quality time with both her son and daughter.
Amanda Gallaher
Assistant Vice President, Client Services

Amanda GallaherAmanda is an Assistant Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for client servicing, portfolio administration and operations support for Beacon Pointe’s Private Client Services group. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Melinda Jack
Vice President, Client Services

Melinda JackMelinda is a Vice President at Beacon Pointe Advisors and member of firm’s Operations team. She is responsible for client servicing, portfolio administration and operations support for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Melinda is also involved in the organization and execution of internal projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2011, Melinda attended the University of Arizona where she graduated with a BA in Communications. In her free time, she enjoys reading, boating, skiing, traveling and spending time outdoors.

Sarah Wilson
Account Analyst, Client Services

Sarah WilsonSarah is an Operations Analyst at Beacon Pointe Advisors and member of the firm’s Operations team. She is responsible for asset allocation modeling, investment strategy implementation and portfolio reporting for Beacon Pointe’s Private Client Services group. Prior to joining Beacon Pointe in 2013, Sarah attended the University of California, Santa Barbara graduating from the College of Letters and Sciences. In her free time, she enjoys time at the beach, hiking, reading, traveling, playing volleyball and camping whenever she gets the chance. In her free time, Sarah enjoys giving back to the community and regularly volunteers her time at a local women’s shelter.

Alex Kassouf
Assistant Vice President

Alex KassoufAlex is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex is married, has three children and lives with his family in Newport Beach, California.

BPA at Work in Our Community

In addition to the clients we serve at Beacon Pointe Advisors, members of our professional team volunteer on local boards and with organizations providing opportunities for projects within our community. A list of non-profit organizations that our professional team serves or has served in a volunteer capacity is listed as follows:

  • Best Friends Animal Society
  • Boys Hope/Girls Hope of Southern California
  • Center for Wealth Management at UCI
  • CFA Society of Orange County
  • Concordia University
  • Free Wheelchair Mission
  • Goodwill of Orange County
  • Hi Hopes Identity Discover Foundation
  • Legatus International
  • Los Angeles Junior Chamber of Commerce
  • MiOcean
  • National Charity League
  • Operation Smile
  • Orange Catholic Foundation
  • Pro-Literacy Newport/Mesa
  • St. Francis Medical Center
  • St. Mary’s College of California
  • Serving People In Need
  • Sisters of St. Joseph
  • UCI Athletic Fund
  • UCI CIWM Financial Literacy Program
  • USC Student-Athlete Mentor Program
  • WomenSage
  • Word Alive Church
  • Wounded Warrior Project
  • YHope