Beacon Pointe Names Matthew Cooper as New CEO, Co-Founder Shannon Eusey Transitions to Chair

Beacon Pointe Advisors announces leadership transition as firm continues growth strategy

Published on Mar. 3, 2026

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Beacon Pointe Advisors, a wealth management firm based in Newport Beach, California, has announced that Matthew Cooper will succeed Shannon Eusey as the firm's next CEO. Eusey, who co-founded Beacon Pointe and led its growth over the past two decades, will transition to the role of Chair of the Board of Directors.

Why it matters

The leadership transition at Beacon Pointe highlights the importance of succession planning, even at the highest levels of successful firms. As Eusey steps aside while the firm is at the top of its game, it creates an opportunity for new leadership to build on the firm's momentum and drive further growth and innovation.

The details

Cooper has served as Beacon Pointe's President for the past 15 years and played a central role in shaping the firm's growth strategy, building advisor partnerships, and leading its acquisition efforts. In his new role as CEO, Cooper will be tasked with continuing to deliver independent, client-first advice while driving thoughtful growth and innovation.

  • Beacon Pointe was co-founded by Shannon Eusey in the early 2000s.
  • Cooper has served as Beacon Pointe's President for the past 15 years.
  • The leadership transition will take effect immediately.

The players

Shannon Eusey

Co-Founder and Chair of the Board of Directors at Beacon Pointe Advisors.

Matthew Cooper

Newly appointed CEO of Beacon Pointe Advisors, having previously served as the firm's President for 15 years.

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What they’re saying

“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, Newly Appointed CEO, Beacon Pointe Advisors (Wealth Solutions Report)

What’s next

Beacon Pointe Advisors will continue to execute on its growth strategy under the new leadership of CEO Matthew Cooper, building on the firm's strong foundation established by co-founder Shannon Eusey.

The takeaway

The leadership transition at Beacon Pointe Advisors demonstrates the importance of thoughtful succession planning, even at the highest levels of a successful firm. By passing the torch to new leadership while the firm is thriving, Beacon Pointe is positioning itself for continued growth and innovation in the years to come.