Page 34 - Investment Advisor November 2022

Greg Cornick Shannon Eusey
Greg Cornick became president of Advice During the past year, Beacon Pointe CEO
and Wealth Management at Advisor Group Shannon Eusey has led the team’s partnership
in early 2020. In 2021, his first full year in his with KKR, acquisition of 12 smaller RIAs and
executive leadership position, he worked to addition of 150-plus new employees. Beacon
help Advisor Group achieve “the right type of growth,” the Pointe now has over 350 employees with more than $25 billion
firm says. This involved focusing on innovative resources in assets under advisement, it says, and is the largest female-
and support for advisors seeking to achieve strong year- led RIA. Women have senior or executive positions in each
over-year performance gains, while attracting “high-quality of the firm’s departments, and they make up over 46% of its
advisors and practices” by offering more affiliation options, professional staff.
streamlining solutions and “simplifying communications to An advocate for financial inclusion and literacy, Eusey
attract the next generation of advisors and make the indus- serves as a mentor to many industry peers, investors and
try’s important services more accessible to a wider range advisors. She created the firm’s Women’s Advisory Institute
of people,” Advisor Group explained. Cornick’s inclusive in 2011 and co-authored the best-seller “Your Dollars, Our
management style involves soliciting feedback and varied Sense: A Fun and Simple Guide to Money Matters.” Also,
opinions, “while not shying away from challenging the status Eusey has been a board member for Pacific Mercantile Bank,
quo and being a disrupter if necessary,” the firm added. Charles Schwab Advisor Council and TD Ameritrade Advisory
Council; she is the sole female member of Scratchworks, a
Edward Deutschlander fintech accelerator.
Edward Deutschlander, CEO of North Star
Resource Group, works to invest in young pro- Ryan George
fessionals while putting “a clear focus on the Over the past year, Docupace Chief
existing employees” via two-way communica- Marketing Officer Ryan George led the firm’s
tion and efforts to build “a strong family culture,” the firm rebrand, marketing repositioning and update
says. Recently, North Star hired 95 individuals for the advi- of its value proposition. He also rebuilt the
sor track and nearly 60 new team members. It also increased sales funnel-building activities and redid the firm’s sales
total assets by about 23% in 2021. materials; rolled out a new communications strategy tar-
Deutschlander has written about practice management geting the Docupace team, current clients and prospective
and continuation, as well as how to find and nurture success- clients; and helped bring two acquisitions the firm com-
ful financial professionals. He is the author and co-author of pleted in 2021 to market. These efforts were done via a
three books: “Be the First Believer,” “Practice on Purpose: three-person team.
Achieve the Financial Advice Practice You Desire and Your George also “shines a light on the important role of back-
Clients Deserve” and “Promises Kept.” office operation and has changed the discourse around back-
office technology and support,” the firm explains. He created
Jim Dickson National Back Office Heroes Day to be celebrated on April
Jim Dickson founded Sanctuary Wealth four 27 to “recognize the important and unseen work of financial
years ago, after working for over 20 years professionals who ensure that financial plans become well-
in senior positions with Merrill Lynch. He executed financial plans,” it added.
wanted to offer advisors a model that lets
them own and run their businesses “with the security of Megan Gorman
also being partners in something bigger than themselves,” Chequers Financial Management is led by
the firm said. Dickson recently helped the firm partner with Managing Director Megan Gorman, who pre-
Audent Family Wealth Advisors and form the Sanctuary viously worked at BNY Mellon and Ayco, a
Global Tax and Family Office for advisors serving ultra-high- workplace-based financial planning firm. As a
net-worth clients. seasoned tax attorney with a deep grasp of risk management,
The firm also has increased its offerings recently to she acts as an outsourced CFO — providing family office ser-
include Sanctuary Alternative Investments, Sanctuary Asset vice to high-net-worth clients, the boutique firm says.
Management and Sanctuary Global. While its Partnership Gorman also works on negotiating executive compensation,
Program helps advisors nearing retirement without a succes- performing due diligence and related family-office activities
sion plan, the firm has entered a joint venture with two part- for clients. In 2020, she was appointed as a trustee and board
ner firms to create 6 Degrees — a firm that provides a new member of the National Endowment for Financial Education,
path to independence for advisors, a “tuck-in opportunity” a $200 million endowment dedicated to financial education
for startups and an exit strategy for advisors looking to retire. and literacy.

32 INVESTMENT ADVISOR NOVEMBER 2022 | ThinkAdvisor.com

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