Beacon Pointe Advisors Ushering in New Leadership with CEO Transition

Beacon Pointe Advisors, a well-respected fiduciary wealth management and strategic advisory firm, is entering a new chapter with exciting leadership changes. On February 25, 2026, it was announced that Matthew Cooper has been appointed as the Chief Executive Officer. He will succeed Shannon Eusey, the co-founder, who transitions to the role of Chair of the Board of Directors. This strategic leadership shift is aimed at continuing the firm’s growth and upholding its commitment to client-focused services, a cornerstone established by Eusey during her tenure.

In her new position, Shannon Eusey expresses her enthusiasm for maintaining her involvement with Beacon Pointe. Having co-founded the firm, her leadership has been pivotal in driving it from its inception to its current status as a nationally recognized advisory platform. Shannon's visionary approach, operational prowess, and knack for fostering a client-first culture not only earned her the respect of industry peers but also facilitated significant national expansion for the firm.

As part of the transition, Eusey noted, "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. This transition is a thoughtful and personal decision, and I look forward to supporting Matt and our exceptional leadership team."

Matthew Cooper, on the other hand, is no stranger to Beacon Pointe. His 15-year tenure as President equipped him with comprehensive insight into the company’s operations, growth strategies, and values. Cooper has played a vital role in strengthening partnerships with advisors and leading acquisition strategies, showcasing his capacity to foster growth and innovation within the firm. With his solid leadership skills and commitment to fiduciary principles, he is uniquely positioned to spearhead Beacon Pointe into its next phase of development.

Expressing his thoughts on the new role, Cooper stated, "It is a privilege to assume the role of Chief Executive Officer. I look forward to building on the extraordinary foundation Shannon has created. Together with our talented leaders, I am dedicated to enhancing our mission of providing client-first advice and fostering innovative growth."

A Testament to Teamwork

Both Eusey and Cooper's statements illustrate the strong culture of teamwork and respect at Beacon Pointe. Commie Stevens, a board member and Chief Wealth Planning Officer, was quick to laud both leaders’ contributions. “Shannon's influence on Beacon Pointe is immeasurable, and Matt's leadership has been crucial to our success. The strength of Beacon Pointe's leadership team gives us huge confidence in our bright future ahead,” she affirmed.

Other partners in the industry recognized the transition as a moment of continuity and opportunity. Chris Harrington, a partner at KKR, reflected on Beacon Pointe's remarkable growth over the last two decades under Eusey’s guidance. “Shannon’s logical and thoughtful approach focused on serving clients has left a legacy that we will continue to build on,” he remarked.

Looking to the Future

Beacon Pointe Advisors is now positioned to leverage its robust leadership transition to further serve its growing list of clients, capitalizing on its expansive $60 billion in assets under management as of early 2026. The firm remains committed to delivering excellence through its unique allWEALTH® approach, which emphasizes comprehensive wealth planning and investment strategies.

In stepping into their new roles, both Cooper and Eusey exemplify the firm’s dedication to a client-centric ethos and ethical business practices, ensuring that as they move forward, they do so with a shared vision for success. The board, including new Chair Eusey, anticipates a bright future filled with continued growth and an unwavering focus on client service, which has been a hallmark of Beacon Pointe Advisors’ operations.

For additional information on Beacon Pointe Advisors, visit their website at www.BeaconPointe.com.