Leadership Overview
Beacon Pointe has 6 executives leading key functions including strategy, operations, administration, finance, technology, and growth.
Committed to delivering premier financial guidance, Beacon Pointe empowers high-net-worth families and institutions through a culture of excellence and personalized investment solutions.
Committed to delivering premier financial guidance, Beacon Pointe empowers high-net-worth families and institutions through a culture of excellence and personalized investment solutions.
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. Miller architects long-term growth initiatives while maintaining the core values that define the client experience. By aligning the firm with the evolving needs of high-net-worth individuals and institutions, the Founder & Chief Executive Officer ensures consistent market relevance. This leadership role involves constant evaluation of the competitive landscape to maintain the firm's status as a premier Registered Investment Advisory entity. Richard Miller fosters a culture of professional excellence across all departments, driving the organization toward sustainable success. Through rigorous oversight of firm-wide performance, the Founder & Chief Executive Officer secures the stability required for long-term client prosperity. Miller remains focused on expanding the reach of the firm while upholding the highest standards of fiduciary responsibility and service quality.
Jon Frojen - Chief Financial Officer
Jon Frojen, the Chief Financial Officer at Beacon Pointe, oversees the financial health and fiscal strategy of the firm. Frojen manages capital allocation, budgeting, and financial reporting to ensure the firm remains well-positioned for growth. By analyzing market trends and internal performance data, the Chief Financial Officer provides the insights necessary for informed decision-making at the executive level. Jon Frojen directs the financial planning processes that support the firm's expansion into new markets and service areas. This role involves maintaining rigorous financial controls and ensuring compliance with industry standards. The Chief Financial Officer drives the development of financial models that reflect the firm's commitment to long-term stability and value creation for clients. Through careful management of the firm's assets and liabilities, Frojen secures the financial foundation required to sustain the high level of service expected by high-net-worth individuals and institutional partners.
Karisa Diephouse - Chief Operating Officer
Karisa Diephouse, the Chief Operating Officer at Beacon Pointe, manages the internal infrastructure and daily business processes. Diephouse optimizes operational workflows to support the firm's expansive network of advisors and clients. By streamlining administrative functions, the Chief Operating Officer enhances the efficiency of service delivery for high-net-worth families and defined contribution plans. Karisa Diephouse coordinates cross-departmental efforts to ensure seamless execution of firm-wide initiatives. This role requires constant monitoring of operational metrics to identify areas for improvement and scalability. The Chief Operating Officer drives the implementation of best practices across the organization, ensuring that internal systems align with the firm's commitment to premier service. Through meticulous management of resources and personnel, Diephouse maintains the operational integrity necessary for the firm to thrive in a complex financial landscape while supporting the broader mission of client-focused wealth management.
Trent Barnes - Chief of Staff
Trent Barnes, the Chief of Staff at Beacon Pointe, coordinates executive communications and facilitates the execution of strategic priorities. Barnes manages the flow of information between the leadership team and various departments to ensure organizational alignment. By overseeing critical projects, the Chief of Staff enables the firm to maintain focus on its core mission of providing high-quality investment advisory services. Trent Barnes bridges the gap between high-level strategy and daily execution, ensuring that all initiatives receive the necessary support for successful implementation. This role involves managing complex schedules and priorities to maximize the effectiveness of the executive team. The Chief of Staff drives internal collaboration, fostering an environment where diverse talents contribute to the firm's success. Through proactive problem-solving and clear communication, Barnes supports the firm's growth and operational stability, ensuring that all strategic objectives remain on track for long-term achievement.
David Le - Chief Technology Officer & Wealth Advisor
David Le, the Chief Technology Officer & Wealth Advisor at Beacon Pointe, architects the digital infrastructure that supports the firm's advisory services. Le integrates advanced technological solutions to enhance the client experience and streamline investment management processes. By leveraging data analytics and secure platforms, the Chief Technology Officer & Wealth Advisor ensures that the firm remains at the forefront of financial technology. David Le also provides direct wealth advisory services, applying technical expertise to help high-net-worth families achieve financial goals. This dual role allows for a unique perspective on how technology can improve the delivery of personalized investment strategies. The Chief Technology Officer & Wealth Advisor drives the adoption of innovative tools that increase efficiency and security across the firm. Through the continuous improvement of digital capabilities, Le supports the firm's mission to provide premier service in an increasingly digital financial environment.
Katie Cullen - Chief Growth & Integration Officer
Katie Cullen, the Chief Growth & Integration Officer at Beacon Pointe, leads the firm's expansion efforts and the successful onboarding of new partnerships. Cullen identifies strategic opportunities for growth and manages the integration of new teams into the existing corporate culture. By ensuring that new acquisitions align with the firm's standards, the Chief Growth & Integration Officer maintains the consistency of the client experience. Katie Cullen drives the development of processes that facilitate smooth transitions for incoming advisors and their clients. This role involves close collaboration with other executives to ensure that growth initiatives support the firm's long-term objectives. The Chief Growth & Integration Officer manages the complexities of scaling the business while preserving the firm's reputation for excellence. Through effective integration strategies, Cullen strengthens the firm's market position and expands the reach of its premier investment advisory services to a broader range of clients.
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