CogniCor, the award-winning intelligence and orchestration platform for RIA firms and other wealth management enterprises, has announced the addition of Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to its Advisory Board. Eusey spearheaded the launch and growth of Beacon Pointe into one of the nation's largest registered investment advisers, with over $62 billion in total assets under advisement.
Shannon Eusey joins CogniCor Advisory Board to advise on strategy and growth.
Co-Founder and Chairman of Beacon Pointe Advisors with $62B+ in assets under advisement.
30-year wealth management industry veteran and thought leader.
Serves on Charles Schwab Advisor Council, TD Ameritrade Advisory Council, and CNBC Financial Advisor Council.
CogniCor platform unifies disparate data into intelligence and orchestration layer.
Addresses advisor capacity challenge and growing demand for financial guidance.
An RIA channel leader and wealth management industry trailblazer, Eusey spearheaded the launch and growth of Beacon Pointe Advisors into one of the nation's largest registered investment advisers, with over $62 billion in total assets under advisement serving private clients, foundations, and retirement plans. She joins CogniCor's transformed Board to advise on the company's strategic planning and growth initiatives. Over her 30-year career, Eusey has been a thought leader who has helped shape the modern wealth management industry. Prior to co-founding Beacon Pointe, she served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management.
Eusey is regularly featured in The Wall Street Journal, InvestmentNews, Barron's, Forbes, Financial Planning Magazine, and other publications, and has received numerous industry recognitions. She serves, or has served, on numerous boards, including Banc of California, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor Council, and Scratchworks, a FinTech accelerator. She is a founding member of the Beacon Pointe Women's Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international bestseller.
CogniCor's platform gives wealth management firms a way to address three trends creating an inflection point in the industry: a shortage of financial advisors relative to demand, the retirement of up to 40% of experienced advisors over the next decade, and a growing number of affluent households eager and able to pay for advice. The platform unifies disparate data across a firm's tech stack, capturing client conversations, aggregating data across systems, and orchestrating next-best actions so RIAs can scale advisor capacity without sacrificing personalization or trust.
"Having a leader of Shannon's stature and expertise on our Advisory Board adds a new dimension and a unique perspective to our firm for years to come," said Dr. Sindhu Joseph, CEO and Co-Founder of CogniCor. "I've long admired her career, and I've also had the opportunity to know her as a customer through Beacon Pointe's partnership with CogniCor. Shannon has a well-earned reputation as a visionary, innovative, and deeply respected leader—the right voice at the right time as we shape the next chapter of our company. Our mission extends beyond helping advisors make faster or more efficient decisions. We are building the intelligence and orchestration layer that unifies fragmented data, coordinates actions across the wealth ecosystem, and enables every advisor to deliver highly personalized advice with consistency, scale, and confidence."
"I understand where our industry is heading, and CogniCor has consistently been ahead of the curve in recognizing how AI can help advisors serve more clients without sacrificing the quality or personalization of their advice," said Eusey. "What convinced me is a team with real AI depth and years actually lived inside wealth management—thinking as hard about how intelligence fits into an RIA's existing world as they have about the intelligence itself. That matters because fragmented AI and fragmented data create fragmented decisions. CogniCor unifies fragmented data into a single intelligence and orchestration layer, transforming it into coordinated intelligence and orchestrated action across households, advisor practices, and the firm. That's what transforms AI from a feature into trusted infrastructure, and it's why I'm excited to help scale the platform and expand its impact across the wealth management industry."
About CogniCor
CogniCor is a venture-backed AI company building the intelligence and orchestration layer for AI-native wealth management. Its platform, Advisor Copilot, unifies disparate data across a firm's tech stack — capturing client conversations, aggregating data across systems, and orchestrating next-best actions — so RIAs and other wealth management enterprises can scale advisor capacity without sacrificing personalization or trust. Built with enterprise-grade security and governance at its core, CogniCor gives firms a secure foundation to turn fragmented data into high-quality insight and orchestrated action — without asking advisors to adopt another disconnected tool. CogniCor is headquartered in Palo Alto, California.
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