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Canaccord to Appoint CEO Dan Daviau as Chair in Board Overhaul

Canaccord to Appoint CEO Dan Daviau as Chair in Board Overhaul
bnnbloomberg.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bnnbloomberg.ca Daily Mail and Mail on Sunday newspapers.

United statesShannon euseyAmy freedmanJeff fenwickPiper sandler cosRod phillipsCindy trippDan daviauDavid kassieJo anne oconnorCormark securities incOppenheimer holdings incRaymond james financial incBloomberg canaccord genuity group incGenuity groupChief executive officer dan daviau

Shannon Eusey: Athletes Know What It Takes to Win - Orange County Business Journal

Eusey, a marathoner who was a scholarship volleyball player at University of California, Irvine, used her sports mentality to build Newport Beach’s Beacon Pointe Advisors into the largest female-led registered investment advisory in the nation.

United statesNewport beachDon yaegerShannon euseySports illustratedUniversity of californiaBeacon pointe advisorsBusiness journalWall streetSimple guideMoney mattersBeacon pointe

No jerks and lots of capital: M&A tips at Schwab Impact

RIA executives shared tips on mergers and acquisitions at Schwab Impact, starting with "no jerks" when making a deal.

United statesShannon euseyCharles schwab corpCarlyle groupSchwab advisor servicesBeacon pointe advisorsCharles schwabRush bentonCaptrust financial advisors

Beacon Pointe Pens Two More Deals Totaling $940M in AUM

The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California.

United statesSan franciscoNew yorkMarin countyMichael dowMatt cooperShannon euseyReed finneyJoe ramosDon schipfBleakley financial groupCharles schwabBeacon pointe advisorsSouthern california basedBeacon pointeBeacon pointe president matt

Beacon Pointe adds $2 billion team from UBS

A team that oversaw $2 billion in assets at UBS Private Wealth Management joined RIA Beacon Pointe Advisors, the firm said Tuesday.

United statesJulie andersonRussell crowShannon euseyJulie montgomerySarah stubbsWilliam diehlGoldman sachsMorgan stanleyWealth managementPointe advisorsBeacon pointePierce halstedCalifornia based beacon pointe

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