Leadership Overview
Beacon Pointe has 5 executives leading key functions including strategy, client management, operations, financial oversight, and technology integration.
Focused on delivering premier wealth management solutions, Beacon Pointe maintains a commitment to high-net-worth individuals and institutions through a culture of service excellence and diverse financial expertise.
Focused on delivering premier wealth management solutions, Beacon Pointe maintains a commitment to high-net-worth individuals and institutions through a culture of service excellence and diverse financial expertise.
Leadership Roles at Beacon Pointe
Richard Miller - Founder & Chief Executive Officer
Richard Miller, the Founder & Chief Executive Officer at Beacon Pointe, directs the overarching strategic vision for the firm. As the primary architect of the company mission, Miller ensures that all investment advisory services align with the needs of high-net-worth families and institutional clients. This leadership role involves constant evaluation of market trends to maintain the firm's position as a top-tier Registered Investment Advisory entity. By fostering a culture of talent and diversity, Miller drives the internal growth necessary to support complex client portfolios. The Founder & Chief Executive Officer oversees the expansion of service offerings across the United States, ensuring that the firm remains competitive in a rapidly evolving financial landscape. Through consistent engagement with the board and senior leadership, Miller secures the long-term stability and reputation of the organization, ultimately guiding the firm toward sustained excellence in wealth management.
Jon Frojen - Chief Financial Officer
Jon Frojen, the Chief Financial Officer at Beacon Pointe, manages the fiscal health and capital allocation strategies of the firm. Frojen oversees all financial reporting, budgeting, and long-term economic planning to ensure the firm remains a leader in the Registered Investment Advisory space. By analyzing revenue streams and cost structures, the Chief Financial Officer provides the data-driven insights necessary for executive decision-making. This role involves close collaboration with the leadership team to support the firm's expansion and investment in new service capabilities. Jon Frojen drives the financial stability of the organization, ensuring that resources are effectively deployed to maintain premier service experiences for clients. Through rigorous financial oversight, the Chief Financial Officer mitigates risk and identifies opportunities for sustainable growth. Frojen maintains the integrity of the firm's financial systems, supporting the overall mission of delivering high-quality wealth management solutions to families and institutions.
Karisa Diephouse - Chief Operating Officer
Karisa Diephouse, the Chief Operating Officer at Beacon Pointe, executes the internal business processes that support the firm's national advisory operations. Diephouse manages the infrastructure required to scale service delivery for high-net-worth individuals and institutional clients. By streamlining administrative workflows and enhancing cross-departmental communication, the Chief Operating Officer ensures that the firm maintains operational efficiency during periods of rapid growth. This leadership role involves the integration of new talent and the maintenance of an uplifting company culture. Karisa Diephouse drives the implementation of firm-wide policies that uphold compliance and service quality standards across all regional offices. Through the optimization of internal resources, the Chief Operating Officer supports the broader strategic goals of the organization. Diephouse consistently monitors operational performance metrics to ensure that the firm remains agile and responsive to the evolving needs of the investment advisory market.
David Le - Chief Technology Officer & Wealth Advisor
David Le, the Chief Technology Officer & Wealth Advisor at Beacon Pointe, architects the digital infrastructure that powers the firm's investment advisory services. Le manages the integration of advanced financial technology tools to enhance the client experience and streamline portfolio management. By bridging the gap between technical innovation and wealth advisory, the Chief Technology Officer & Wealth Advisor ensures that clients benefit from secure, efficient, and modern financial platforms. This dual-focused role involves both the oversight of cybersecurity protocols and the direct management of client investment strategies. David Le drives the adoption of digital solutions that allow the firm to scale its services for high-net-worth individuals and institutions. Through the continuous improvement of technological systems, the Chief Technology Officer & Wealth Advisor supports the firm's competitive edge in the finance industry. Le ensures that all digital initiatives align with the core mission of providing personalized and reliable wealth management.
Jennifer Ceccarelli - Managing Director
Jennifer Ceccarelli, the Managing Director at Beacon Pointe, manages high-level client relationships and institutional service delivery. Ceccarelli oversees the implementation of bespoke investment strategies for defined contribution plans and private wealth clients. By coordinating with internal advisory teams, the Managing Director ensures that every client receives tailored financial guidance that reflects the firm's commitment to premier service experiences. This role requires deep engagement with market analysis to provide actionable insights for complex portfolios. Jennifer Ceccarelli drives the firm's regional presence by optimizing service delivery models that cater to the specific requirements of high-net-worth individuals. Through rigorous oversight of client engagement protocols, the Managing Director maintains the high standards expected of a leading Registered Investment Advisory firm. Ceccarelli consistently aligns operational output with the broader mission of providing comprehensive financial solutions to a diverse and growing client base.
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