Beacon Pointe Hires Executives from BlackRock and Vanguard
Beacon Pointe Advisors, a Newport Beach-based registered investment advisor with $63 billion in assets under management, has appointed Katie Cullen as chief growth and integration officer and Sarah Green as chief risk and compliance officer. Both executives bring extensive experience in financial services—Cullen previously led BlackRock Business Consulting and held roles at Schwab Advisor Services and the U.S. Army Reserve, while Green most recently served as global head of financial crimes and code of conduct at Vanguard. The appointments are part of Beacon Pointe's strategy to scale its business through strategic integration of acquired firms and organic growth. Cullen will oversee M&A activities alongside existing leaders Jack Cooper and Jacob Vick, while Green is expected to strengthen the firm’s compliance framework with her background in regulatory oversight from FINRA and the SEC. Separately, Glenmede and Novare Capital also announced new hires across their wealth management teams as they continue expanding talent within key markets.
Topics: Hiring Leadership Changes RIA Industry