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Counting Capital

Counting Capital

Beacon Pointe Advisors With Shannon Eusey

· 55 min

Show notes

On this episode of Counting Capital, host Robert Brunswick sits down with Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, to discuss the firm's growth from a regional wealth manager into a national platform serving roughly $60 billion in client assets. Eusey shares leadership lessons on culture, equity ownership, and empowering others, along with her perspective on portfolio construction, the expanding role of private markets, and the confidence gap she's observed among women investors. She also reflects on her recent transition from CEO to chairman, her philosophy on…

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