Shannon Eusey
Director/Board Member at BANC OF CALIFORNIA, INC.
Net worth: 276 898 $ as of 2024-03-30
Profile
Shannon Flint Eusey is the founder and the Chief Executive Officer of Beacon Pointe LLC, a position held since 2002.
Ms. Eusey is also the founder and the Chief Executive Officer of Beacon Pointe Advisors LLC, founded in 2002.
Currently, Ms. Eusey is the Chief Executive Officer of Beacon Pointe Advisors Holdings LLC.
Additionally, Ms. Eusey holds the position of Independent Director at Banc of California, Inc. since 2021, Director at Pacific Mercantile Bank (California) since 2019, Trustee at Girl Scouts of Orange County, and is a Member of the Young Presidents Organization (Orange County Chapter).
Formerly, Ms. Eusey served as Vice Chairman of the National Network to End Domestic Violence.
Ms. Eusey was also an Independent Director at Pacific Mercantile Bancorp from 2019 to 2021, Director at Banc of California, NA, Director at Sunwest Bank, Director at Miocean Foundation, and was a Managing Director & Portfolio Manager at Roxbury Capital Management LLC from 1994 to 2002.
Ms. Eusey holds an MBA from the University of California, Los Angeles, conferred in 2002, and an undergraduate degree from the University of California, Irvine, received in 1992.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
BANC OF CALIFORNIA, INC.
0.01% | 2024-03-14 | 18,205 ( 0.01% ) | 276 898 $ | 2024-03-30 |
Shannon Eusey active positions
Companies | Position | Start |
---|---|---|
BANC OF CALIFORNIA, INC. | Director/Board Member | 2021-10-17 |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Chief Executive Officer | 2002-01-31 |
Young Presidents Organization (Orange County Chapter) | Corporate Officer/Principal | - |
Pacific Mercantile Bank (California)
Pacific Mercantile Bank (California) Regional BanksFinance Pacific Mercantile Bank provides commercial banking services. It offers online personal and business banking services. The company was founded on March 1st, 1999 and is headquartered in Costa Mesa, CA. | Director/Board Member | 2019-04-30 |
Beacon Pointe LLC
Beacon Pointe LLC Services to the Health IndustryHealth Services Beacon Pointe LLC provides counseling services. The private company is based in Edmond, OK. The company was founded in 2009 by Shannon Flint Eusey, Garth Kevin Flint. Shannon Flint Eusey has been the CEO since 2009. | Chief Executive Officer | 2002-02-28 |
Girl Scouts of Orange County | Director/Board Member | - |
Former positions of Shannon Eusey
Companies | Position | End |
---|---|---|
PACIFIC MERCANTILE BANCORP | Director/Board Member | 2021-10-17 |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | 2001-12-31 |
Banc of California, NA
Banc of California, NA Regional BanksFinance Part of Banc of California, Inc., Banc of California, NA is a premier, relationship-focused, full-service business bank that offers financial solutions to maximize operational efficiency. The private company is based in Santa Ana, CA. The company offers a range of fair and simple personal and business checking accounts with features that save time, have attractive terms and provide personalized service. Banc of California's institutional banking offers expert advice and services for 1031 exchange deposits, while their commercial strategies team provides customized financial analysis to identify insights that can help achieve business goals. The company provides innovative banking and lending products to businesses, entrepreneurs, and communities throughout the state of California. With a Banc of California personal credit card, customers can earn points redeemable for cash back, travel rewards, and more. Jared Michael Wolff has been the CEO of the company since 2019. | Director/Board Member | - |
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Training of Shannon Eusey
University of California, Los Angeles | Masters Business Admin |
University of California, Irvine | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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BANC OF CALIFORNIA, INC. | Finance |
Private companies | 11 |
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Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Pacific Mercantile Bancorp
Pacific Mercantile Bancorp Regional BanksFinance Pacific Mercantile Bancorp is a holding company of Pacific Mercantile Bank, which engages in the provision of banking services. It operates through Commercial Banking, which focuses in small and medium-size businesses, professional firms, and individuals with a diversified range of products and services such as various types of deposit accounts, various types of commercial and consumer loans, cash management services, and online banking services. The company was founded in January 2000 and is headquartered in Costa Mesa, CA. | Finance |
Sunwest Bank
Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Finance |
Pacific Mercantile Bank (California)
Pacific Mercantile Bank (California) Regional BanksFinance Pacific Mercantile Bank provides commercial banking services. It offers online personal and business banking services. The company was founded on March 1st, 1999 and is headquartered in Costa Mesa, CA. | Finance |
Miocean Foundation
Miocean Foundation Miocean Foundation engaged in eliminating urban pollution at each of Orange county’s public beaches along coast line. The company was headquartered in Irvine, CA. | |
National Network to End Domestic Violence
National Network to End Domestic Violence Miscellaneous Commercial ServicesCommercial Services National Network to End Domestic Violence is a non-profit organization. It focuses on creating a social, political, and economic environment in which violence against women no longer exists. The company was founded in 1990 and is headquartered in Washington, DC. | Commercial Services |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
Banc of California, NA
Banc of California, NA Regional BanksFinance Part of Banc of California, Inc., Banc of California, NA is a premier, relationship-focused, full-service business bank that offers financial solutions to maximize operational efficiency. The private company is based in Santa Ana, CA. The company offers a range of fair and simple personal and business checking accounts with features that save time, have attractive terms and provide personalized service. Banc of California's institutional banking offers expert advice and services for 1031 exchange deposits, while their commercial strategies team provides customized financial analysis to identify insights that can help achieve business goals. The company provides innovative banking and lending products to businesses, entrepreneurs, and communities throughout the state of California. With a Banc of California personal credit card, customers can earn points redeemable for cash back, travel rewards, and more. Jared Michael Wolff has been the CEO of the company since 2019. | Finance |
Young Presidents Organization (Orange County Chapter) | |
Girl Scouts of Orange County | |
Beacon Pointe LLC
Beacon Pointe LLC Services to the Health IndustryHealth Services Beacon Pointe LLC provides counseling services. The private company is based in Edmond, OK. The company was founded in 2009 by Shannon Flint Eusey, Garth Kevin Flint. Shannon Flint Eusey has been the CEO since 2009. | Health Services |
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