Beacon Pointe Advisors Welcomes New CFO Jon Frojen on Board
Beacon Pointe Advisors Welcomes New CFO
Beacon Pointe Advisors is pleased to announce the appointment of Jon Frojen as Chief Financial Officer. Jon brings a wealth of experience, having previously served as CFO at Osaic, formerly known as Advisor Group. His career spans several esteemed organizations, where he has held key leadership roles since 1985.
Jon Frojen's Background
As a pivotal addition to Beacon Pointe's management team, Jon is set to oversee the financial functions and strategic planning of the firm. Over the past 15 years, he has contributed significantly to national wealth management firms, including United Capital Financial Advisors, which was acquired by Goldman Sachs, Osaic, and Cetera. His educational credentials include an MBA from the University of Southern California and a BA in Economics from the University of California, Berkeley.
Jon's Vision for Beacon Pointe
Expressing enthusiasm for his new role, Jon Frojen stated, "I have immense respect for Beacon Pointe and its leadership team. The firm’s consistent growth and dedication to enhancing client experiences deeply resonate with my professional philosophy. I am eager to contribute as we expand and uphold our commitment to excellence."
Leadership Team's Perspective
CEO Shannon Eusey echoed his sentiments, proclaiming, "We are excited to welcome Jon to our team. His extensive expertise in financial strategy and profound understanding of the wealth management landscape will enrich our organization. Working together, we will enhance our operations and continue fostering growth for our clients and partners."
About Beacon Pointe Advisors
Beacon Pointe Advisors stands out as one of the most notable female-led registered investment advisers (RIA) in the nation, guiding clients across various locations. The firm’s dedicated advisors assist clients in identifying investment objectives, creating asset allocation strategies, selecting investment managers, assessing fund performance, and crafting comprehensive financial plans through their distinctive allWEALTH® approach. Those interested in learning more about Beacon Pointe can visit www.BeaconPointe.com.
Frequently Asked Questions
Who is Jon Frojen?
Jon Frojen is the newly appointed Chief Financial Officer of Beacon Pointe Advisors, with extensive experience in the financial services sector.
What does Jon Frojen's role involve?
As CFO, Jon Frojen oversees the financial functions and strategic initiatives of Beacon Pointe Advisors.
What is the significance of Jon Frojen's appointment?
His hire strengthens Beacon Pointe’s leadership and aims to enhance financial strategies and operations within the firm.
What is Beacon Pointe Advisors known for?
Beacon Pointe Advisors is recognized as a leading female-led RIA providing investment guidance and financial planning to clients.
How can I learn more about Beacon Pointe Advisors?
For further information, visit their official website at www.BeaconPointe.com.
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