CEO, BEACON POINTE
WHY: Built Newport Beach’s Beacon Pointe from UCLA school paper into largest fe-
male-led registered investment advisory firm in the country.
IN THE NEWS: Finished 2021 with an acquisition spree of six registered independent advisories, including Pacific Edge in Corona del Mar and Newport Wealth Strategies in Irvine. Received 50% investment from one of Wall Street’s best-known investors, KKR & Co.
NOTABLE: 2017 winner at Business Journal Women in Business Awards; delivered keynote address at 2022 event.
