Beacon Pointe Advisors, a nationally recognized fiduciary wealth management and strategic advisory firm, announced that Matthew Cooper has been appointed Chief Executive Officer, succeeding Co-Founder Shannon Eusey, who is transitioning to Chair of the Board of Directors.
The leadership transition reflects what the company described as a deliberate and forward-looking decision by Eusey to evolve her role while continuing to support Beacon Pointe’s long-term growth through strategic oversight and governance.
Eusey is widely regarded as a prominent leader in the wealth management industry. As Co-Founder and CEO, she led Beacon Pointe from its entrepreneurial roots into a national advisory platform recognized for fiduciary integrity, disciplined growth, and a client-first approach. During her tenure, the firm expanded nationally, strengthened its culture around ethics and empowerment, and built a reputation as both an industry innovator and employer of choice.
Cooper steps into the CEO role after serving 15 years as President. During that time, he helped shape the company’s growth strategy, deepen advisor partnerships, and lead partner acquisition initiatives that contributed significantly to Beacon Pointe’s nationwide expansion. The company said his institutional knowledge, collaborative leadership style, and commitment to fiduciary principles position him to guide the next phase of growth alongside an experienced executive team.
Beacon Pointe Advisors is among the nation’s largest registered investment advisors. As of January 30, 2026, the company reported approximately $60 billion in assets under management and approximately $2.5 billion in assets under advisement. The firm provides investment advisory and wealth planning services through its proprietary allWEALTH® approach, supporting clients with asset allocation, manager selection, fund evaluation, and strategic wealth planning.
KEY QUOTES
“I am excited to step into the role of Chair of the Board and to continue serving in a new capacity that allows me to focus even more on vision, governance, and strategic stewardship. Beacon Pointe’s strength has always been its people and its foundation of fiduciary responsibility. This transition is a thoughtful and personal decision, and I look forward to supporting Matt and our exceptional leadership team as Beacon Pointe enters its next chapter.”
Shannon Eusey, Co-Founder And Incoming Chair Of The Board, Beacon Pointe Advisors
“It is a privilege to assume the role of Chief Executive Officer and build upon the extraordinary foundation Shannon has created. Her vision, integrity, and leadership have shaped Beacon Pointe into the firm that it is today. I look forward to continuing to further our mission of delivering independent, client-first advice while driving thoughtful growth and innovation alongside an outstanding team of leaders across the organization.”
Matthew Cooper, Chief Executive Officer, Beacon Pointe Advisors
“Shannon’s influence on Beacon Pointe is immeasurable, Matt’s leadership over the past fifteen years has been instrumental to the Company’s success, and the strength of Beacon Pointe’s leadership team provides tremendous confidence in the future. This transition represents both continuity and momentum, ensuring Beacon Pointe remains exceptionally well positioned for the years ahead.”
Commie Stevens, Board Member And Chief Wealth Planning Officer, Beacon Pointe Advisors
“Beacon Pointe’s tremendous success over the past two decades is a testament to Shannon’s leadership, thoughtful approach and focus on delivering excellence for Beacon Pointe clients. We look forward to working with Shannon in her new capacity as Chair of the Board, and we are excited to support Matt and Beacon Pointe’s management team as the Company continues to grow and reach even greater heights.”
Chris Harrington, Partner, KKR
