Meet the Executives: The Future of Wealth & Leadership with Shannon Eusey
What does the future of wealth look like and who will shape it?
Join the CSUF Leadership Scholars Program at the Giles-O'Malley Center for Leadership for an exclusive Meet the Executives conversation with Shannon Eusey, Chief Executive Officer and Co-Founder of Beacon Pointe Advisors.
Founded in 2002, Beacon Pointe has grown into one of the largest independent Registered Investment Advisory firms in the United States, with over $60B in assets under advisement and more than 90 offices nationwide. The firm is backed by global investment powerhouse KKR, a leading private equity firm that partners with high growth companies across industries. Together, Beacon Pointe and KKR are helping reshape the future of independent wealth management.
Shannon will share insights from her large national study of 10,000 women and wealth, revealing a major shift already underway: women are expected to control the majority of wealth in the coming decades. What does that mean for the future of investing, leadership, and financial advice?
Beyond the numbers, Shannon will also share lessons from her personal leadership journey. Growing up, she was often the only girl playing on all-boys sports teams, an experience that shaped her resilience, competitiveness, and leadership philosophy. Those same traits helped her build a nationally recognized firm in a traditionally male dominated industry.
This conversation will explore:
The evolving landscape of wealth management
Why scale and technology are transforming financial advisory firms
How the next generation can break into finance and wealth management
Leadership lessons from building and scaling a national firm
What the future of women and wealth means for the entire industry
Students interested in finance, investing, leadership, entrepreneurship, and business careers will gain practical insight into how the industry works and how to position themselves for opportunities.
Following the discussion, attendees will have the chance to network directly with Shannon and fellow students.
Event Details
📅 Date: Thursday, March 19, 2026
🕜 Time: 1:30 PM – 4:00 PM
📍 Location:
Scott and Deanna O'Brien Family Innovation Center
Room SGMH 3230
California State University, Fullerton
🍽️ Food will be provided
🎁 We'll also be giving away Beacon Pointe merch, courtesy of Shannon
Attend live to ask questions and connect with industry leadership.
Spots are limited. Register to secure your seat.
Learn more about the hosts:
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisory (RIA) firms, providing comprehensive wealth management and institutional consulting services to private clients, foundations, endowments, and retirement plans across the United States. Founded in 2002 and headquartered in Newport Beach, California, the firm has grown to more than 90 offices nationwide and over $60 billion in assets under advisement. As the largest women-led RIA in the country, Beacon Pointe is known for its fiduciary, client-first approach, research-driven investment strategies, and holistic allWEALTH® philosophy, which integrates financial planning, investment management, retirement planning, estate and tax strategy, and family office services to help clients align their wealth with what matters most.
Women in Business & STEM (WIBS) at California State University, Fullerton is a student-led organization dedicated to empowering women and promoting gender equality across business and STEM fields. The organization creates an inclusive community where students from all majors can access mentorship, professional development opportunities, and supportive networks that help them grow academically and professionally. Through networking events, speaker panels, workshops, and community outreach initiatives, WIBS connects students with accomplished professionals and industry leaders while highlighting the achievements and potential of women in traditionally male-dominated industries. By fostering collaboration, leadership development, and meaningful connections, WIBS provides a platform for students to build confidence, explore career pathways, and contribute to a more inclusive future in business, technology, engineering, and science.
The Leadership Scholars Program is the Center's flagship student leadership and professional development program. Open to students of all majors, the program provides structured opportunities to connect with senior executives, develop practical leadership and career-ready skills, and serve the broader community. Scholars participate in executive speaker events, mentorship and shadowing experiences, leadership development workshops, site visits, and service initiatives, while student leaders on the Scholars Board help design and deliver programming. Through sustained engagement, participants can earn scholarships and graduate with the Leadership Scholar — Distinction, recognizing their commitment to leadership growth, service, and impact.
The Giles-O’Malley Center for Leadership is a leadership hub within California State University, Fullerton's College of Business and Economics, dedicated to developing principled, effective leaders who create impact across organizations and communities. The Center brings together students, faculty, executives, alumni, and community partners to connect leadership theory with real-world practice through research-informed education, experiential learning, and industry collaboration. Through its student programs, executive education initiatives, community partnerships, and media platforms, the Center serves as a leadership voice for Orange County and is building toward a long-term vision of becoming a regional and national destination for leadership development.