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People Moves Related to "Suddenly noticed by big investors, Kevin Tanner's small RIA is bracing for billions of AUM"


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Young superstar of KKR's meteoric rollup, Beacon Pointe, steps out as CEO and settles in as board chair, while rock solid No. 2 Matt Cooper takes over day-to-day duties

Mar 4, 2026

Shannon Eusey, 55, took the Newport Beach RIA to $65 billion from $20 billion in less than five years, and her replacement was head of M&A that fueled the run.


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