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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

Sarah Green

Vanguard → Beacon Pointe Advisors

Reported

What changed

Beacon Pointe named Sarah Green chief risk and compliance officer; she most recently served as Vanguard's global head of financial crimes and code of conduct.

Reported / discovered
Sep 8, 2026
Effective
Not reported
New role
Chief Risk and Compliance Officer
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

WealthManagement.com ↗Sep 8, 2026 · Reporting
PLANADVISER ↗Sep 11, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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