Sources

5 Total Sources

Beacon Pointe Names 2 Chiefs From BlackRock, Vanguard as $63 Billion RIA Scales M&A Integration

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Wealth Management2d ago

Beacon Pointe Appoints Katie Cullen as Chief Growth and Integration Officer, Sarah Green as Chief Risk and Compliance Officer

Beacon Pointe Names Katie Cullen and Sarah Green to Growth and Compliance Leadership Roles | citybiz

PR Newswire2d ago

Beacon Pointe Advisors Welcomes Katie Cullen, CFP®, as Chief Growth and Integration Officer and Sarah Green as Chief Risk and Compliance Officer

Excited to welcome Katie Cullen, CFP®, and Sarah Green, JD, to Beacon Pointe! Their experience and leadership will be tremendous assets as we continue thoughtfully building for the future. | Karisa D.

InvestmentNews2d ago

Beacon Pointe Expands C-Suite with Katie Cullen and Sarah Green Appointments