CO-FOUNDER, CEO, BEACON POINTE ADVISORS
WHY: While in an MBA class at UCLA, wrote business plan for firm she wanted. Got “B” on report, which she keeps in her desk. Started firm in 2002 with her father, Garth Flint, co-founder of Canterbury Consulting in Newport Beach. Now one of nation’s largest RIAs with 160+ employees, $11.5B in assets under advisement.
RECENT: In March, Boston’s Abry Partners made equity investment, now a minority partner. Generally, Abry targets investments in the $20M to $200M range.
QUOTABLE: “We’re in 15 offices now and we’d like to expand that to 50 offices in the next several years.”
2020 HOBBY: “Beach volleyball and just being with family - even if it is when we are all just zooming together at the same time.”