At a glance
- Cullen's appointment fills a new integration role as Beacon Pointe works toward mega-RIA status, according to InvestmentNews.
- Beacon Pointe reported $54.9 billion in regulatory assets and 780 employees in its Aug. 31 Form ADV.
- For RIA owners weighing a sale to Beacon Pointe, the integration role now has a named executive, giving sellers a specific person to question on client transitions and staffing.
Katie Cullen, who headed BlackRock's business consulting division for advisors, became chief growth and integration officer at Beacon Pointe Advisors, a Newport Beach, California RIA, in September.
Cullen's appointment fills a new integration role as Beacon Pointe works toward mega-RIA status, according to InvestmentNews. The publication also reported that Sarah Green, a Vanguard veteran, joined at the same time as chief risk and compliance officer.
Beacon Pointe reported $54.9 billion in regulatory assets and 780 employees in its Aug. 31 Form ADV.
For RIA owners weighing a sale to Beacon Pointe, the integration role now has a named executive, giving sellers a specific person to question on client transitions and staffing. Cullen served 11 years as an Army Reserve logistics officer and holds the CFP designation. She told InvestmentNews she moved from advising individuals to coaching RIA founders and business owners.
Beacon Pointe bought five firms in the past 12 months
Regulatory assets, staff and accounts as of Aug. 31, 2026; deals as buyer over the trailing year
Reported by the Moves desk from InvestmentNews, Private Wealth Daily's Moves Wire, Private Wealth Daily's Deal Tracker and Form ADV filings with the SEC. Published . Corrections