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Barron’s named four Orange County-based advisers to its annual list of the Top 100 Women Advisors in the U.S.
- Shannon Eusey, chief executive and co-founder of Beacon Pointe Advisors of Newport Beach, was ranked No. 6, a decline from No. 2 a year ago.
The newspaper didn’t explain the decline. Eusey in May was one of five winners of the Business Journal’s 23rd Annual Women in Business Awards.
- Laila Pence of Pence Wealth Management in Newport Beach ranked No. 10, a drop from No. 8 last year.
- Trudy Haussmann of Securities America in Lake Forest No. 50, down from No. 37.
- Anouchka Balog of Morgan Stanley Wealth Management in Laguna Niguel ranked No. 58, up from No. 70.
Barron’s, a weekly financial newspaper published by Dow Jones & Company, said its ranking was based on the volume of assets overseen by the advisers and their teams, revenue generated for the firms and the quality of the advisers’ practices.
The list reported five advisers in Los Angeles County and none from San Diego County.