Beacon Pointe Email Formats
Contact top employees from
Beacon Pointe
- Beacon Pointe uses 6 different email formats. The most common is lastName.firstName (for example, doe.jane@beaconpointe.com), which appears in about 59% of work addresses.
- Other common patterns include:
- firstNameInitial.lastNameInitial: j.d@beaconpointe.com (5%)
- lastName_firstName: doe_jane@beaconpointe.com (30%)
Beacon Pointe’s Popular Email Formats
| Format | Example | Percentage |
|---|---|---|
Format lastName.firstName |  doe.jane@beaconpointe.com | Percentage: 59% |
Format lastName_firstName | doe_jane@beaconpointe.com | Percentage: 30% |
Format firstNameInitial.lastNameInitial | j.d@beaconpointe.com | Percentage: 5% |
Format firstName.lastName | jane.doe@beaconpointe.com | Percentage: 3% |
Format firstNameInitial.lastName | j.doe@beaconpointe.com | Percentage: 2% |
Format lastName | doe@beaconpointe.com | Percentage: 1% |
Contact top employees from
Beacon Pointe
Andrew WoodManager of Service and Operations
GenaOffice Manager
Brandon LewellenManager, Mergers and Acquisitions
Sarah GreenChief Compliance Officer & Chief Risk Officer
Robert QuinteroRelationship Manager
Elizabeth EricksonSenior Relationship Manager
Cameron ThomasStrategic Partnerships Manager
William ThompsonPartner and Managing Director, Institutional Client Service
Gregg CowanDirector of Retirement Plan Services
Talbot Jenkins BoulterAccount Services Associate
Joseph Friedman CFP® CEPA®Wealth Manager
Heather SchaberSenior Client Service Associate
Leean PrestonClient Services Associate
James EdwardsSenior Relationship Manager
Monika WahlenExecutive Assistant to Chief Executive Officer
Matthew GoldlustClient Services Associate
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Beacon Pointe Corporate Information: FAQ
Beacon Pointe, founded in 2002 and headquartered in Newport Beach, CA, operates within the finance sector with a workforce of 500–1,000 employees and annual revenues between $100 million and $500 million.
The firm specializes in a wide array of wealth management and consulting services, including performance measurement and asset allocation, investment policy review and design, fund structure and manager search, institutional consulting, retirement plan and employee-sponsored retirement plan solutions, comprehensive financial, retirement, estate, and strategic tax planning, healthcare planning, investment management, family office services, and private foundation advisory.
Leadership is anchored by Partners and Managing Directors Ben McGloin, Michele Sarna, and John Baxman. The team also features wealth advisors William Ferrell, Kelley O’Brien, Kate Hickey, Associate Wealth Advisor Alexander Gould, and Senior Director of Mergers & Acquisitions Jacob Vick, among others, ensuring robust client service across the firm’s diverse offerings.
The firm specializes in a wide array of wealth management and consulting services, including performance measurement and asset allocation, investment policy review and design, fund structure and manager search, institutional consulting, retirement plan and employee-sponsored retirement plan solutions, comprehensive financial, retirement, estate, and strategic tax planning, healthcare planning, investment management, family office services, and private foundation advisory.
Leadership is anchored by Partners and Managing Directors Ben McGloin, Michele Sarna, and John Baxman. The team also features wealth advisors William Ferrell, Kelley O’Brien, Kate Hickey, Associate Wealth Advisor Alexander Gould, and Senior Director of Mergers & Acquisitions Jacob Vick, among others, ensuring robust client service across the firm’s diverse offerings.
Beacon Pointe uses 6 email formats across its organization. The most common pattern is lastName.firstName (e.g., doe.jane@beaconpointe.com), used in approximately 59% of work addresses.
Beacon Pointe currently employs over 500-1000 people from United States, with a head office in Newport Beach, CA.
You can find and reach Beacon Pointe decision-makers — including Vice President, Relationship Manager, Operations Manager — directly through SignalHire. SignalHire provides verified email addresses and contact details for Beacon Pointe's leadership.
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