CHAIR
BEACON POINTE
WHY: Co-founded with father Garth Flint registered investment advisory and has built it to more than $60B in assets, 735 employees and 85 offices. Helped lead Beacon Pointe’s strategic partnership with KKR in 2021. Won Business Journal’s Women in Business in 2017 and Excellence in Entrepreneurship in 2023. Last year, the Business Journal named her on the OC50 list of Rising Entrepreneurs. Co-wrote a best-selling book, “Your Dollars, Our Sense: A Fun & Simple Guide to Money Matters,” which reached the No. 1 ranking in six different business and finance categories on Amazon.Â
NOTABLE: Started firm based on a paper she wrote for her MBA class that received a B; keeps paper at her desk.
IN THE NEWS: In May, transitioned into the role of chairman as long-time President Matthew Cooper assumed the CEO position.
IN HER WORDS: “This transition is intentional and strength based. Beacon Pointe is strong, growing nationally, and very well-positioned. When a firm reaches this level of maturity, the responsibility of a founder is not to hold on but to build enduring leadership. Succession planning should be proactive, not reactive. If you truly want to build an institution, you evolve leadership while the firm is thriving. This is not stepping away. It is stepping differently.”
