Shannon Eusey

President and Chief Operating Officer

Beacon Pointe Advisors

500 Newport Center Drive, Suite 125

Newport Beach, California 92660

Phone: 949-718-1600

Web site: www.bpadvisors.com

Email: SEusey@bpadvisors.com

Year firm founded: 2002

Number of advisors in firm: 7

Number of clients: 200+ private clients and 40 institutions

Compensation: Fee only

AUM: $3.5 billion

Education: BA in psychology, University of California, Irvine; MBA in finance, Anderson School of Business, UCLA

Previous incarnations: Managing director and portfolio manager at Roxbury Capital Management

Professional and community involvement: Member of the Los Angeles Society of Financial Analysts; Board member of the National Network to End Domestic Violence; member of Orange County’s Young Presidents Organization; Board member, Miocean; Board member, Friends of the Girl Scout Council of Orange County