List of Beacon Pointe Executive and Leadership Team

Leadership Overview

Beacon Pointe has 4 executives leading key functions including strategy, finance, operations, and technology.

Driven by a commitment to premier client experiences, Beacon Pointe is dedicated to serving high-net-worth individuals and families, defined contribution plans, and institutions through a culture of talented, diverse, and passionate individuals.

Leadership Roles at Beacon Pointe

Founder & Chief Executive Officer - Richard Miller

Chief Financial Officer - Jon Frojen

Chief Operating Officer - Karisa Diephouse

Chief Technology Officer & Wealth Advisor - David Le

Richard Miller - Founder & Chief Executive Officer

Richard Miller, the Founder & Chief Executive Officer at Beacon Pointe, architects the firm's overarching strategic direction and operational framework. Miller drives the company's mission to serve high-net-worth individuals and families, defined contribution plans, and institutions by fostering an uplifting company culture and ensuring premier service experiences. This leadership role involves guiding the executive team in expanding market reach and enhancing service delivery across all client segments. By championing innovation and client-centricity, Richard Miller directly influences the firm's growth trajectory and market positioning within the Registered Investment Advisory sector. The Founder & Chief Executive Officer's vision ensures sustained financial health and operational excellence, solidifying Beacon Pointe's status as a leading RIA firm.

Jon Frojen - Chief Financial Officer

Jon Frojen, the Chief Financial Officer at Beacon Pointe, directs all financial planning, management, and reporting activities. Frojen ensures the fiscal integrity and long-term financial health of the firm, supporting its role as one of the nation's largest Registered Investment Advisory (RIA) firms. This executive oversees capital allocation, investment strategies, and risk management to align with the company's growth objectives and client service commitments. By optimizing financial operations, Jon Frojen enables Beacon Pointe to effectively serve high-net-worth individuals, families, defined contribution plans, and institutions. The Chief Financial Officer's expertise is critical in maintaining robust financial controls and driving profitability, thereby reinforcing the firm's premier market standing and operational stability.

Karisa Diephouse - Chief Operating Officer

Karisa Diephouse, the Chief Operating Officer at Beacon Pointe, oversees the firm's day-to-day operational efficiency and service delivery. Diephouse drives the execution of strategies designed to enhance client experiences and maintain an uplifting company culture across the organization. This leadership position involves managing internal processes, optimizing resource allocation, and ensuring seamless operations for high-net-worth individuals, families, defined contribution plans, and institutions. By streamlining workflows and fostering collaboration, Karisa Diephouse directly supports the firm's mission to provide premier service. The Chief Operating Officer's focus on operational excellence is fundamental to Beacon Pointe's sustained success and its reputation as a leading RIA firm.

David Le - Chief Technology Officer & Wealth Advisor

David Le, the Chief Technology Officer & Wealth Advisor at Beacon Pointe, spearheads the firm's technological infrastructure and digital strategy. Le ensures that advanced technology solutions support the delivery of premier service experiences to high-net-worth individuals and families, defined contribution plans, and institutions. This dual role involves architecting innovative IT systems while also providing expert wealth advisory services, directly contributing to client success and firm growth. By integrating cutting-edge technology with personalized financial guidance, David Le enhances operational capabilities and client engagement. The Chief Technology Officer & Wealth Advisor's leadership is vital for maintaining Beacon Pointe's competitive edge and commitment to excellence in the finance industry.

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Frequently Asked Questions Regarding Beacon Pointe Top Executives and Leadership Team

Who leads Beacon Pointe?

Beacon Pointe is led by Richard Miller (Founder & Chief Executive Officer), along with executives such as Jon Frojen (Chief Financial Officer) and Karisa Diephouse (Chief Operating Officer).

Who is part of Beacon Pointe’s executive team?

The executive team of Beacon Pointe includes leaders such as Richard Miller (Founder & Chief Executive Officer), Jon Frojen (Chief Financial Officer), Karisa Diephouse (Chief Operating Officer) and other senior executives.

How many executives does Beacon Pointe have?

Beacon Pointe has 4 executives leading key business areas.

What roles are included in Beacon Pointe’s leadership team?

The leadership team of Beacon Pointe includes roles such as Founder & Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Chief Technology Officer & Wealth Advisor.