As I reach the 90-day mark as National Sales Manager at Beacon Capital Management, I’ve been reflecting on my transition into this role and everything I’ve learned so far. Coming into a new firm and into a new sales leadership position, one of my biggest priorities was to listen first: to...
Last week we had the privilege of gathering with a group of our advisors in Del Mar, California for the Beacon Elite Advisor Education Conference at L’Auberge Del Mar. For many of us at Beacon, this event is one of the highlights of the year—not just because of the education and insights shared,...
There are moments in this business that don’t happen on a stage or come with an announcement. No one is keeping score in real time, and there is rarely immediate recognition tied to them. They show up in quiet conversations, long drives between meetings, and the extra follow-up call that was not...
There’s something special about seeing a team come together for a cause that matters. Over the past few months, our Beacon Capital Management family rallied around our annual charitable giving initiative, and watching it unfold reminded me why I’m so proud to be part of this organization. We set...
The past two months have been a whirlwind of travel, speaking, and conversations that have taken me coast to coast. Eight weeks, six conferences, speaking to 500 advisors from the stage, and hundreds more in one-on-one conversations. There’s something genuinely invigorating about being in rooms...
This month marks a significant evolution for Beacon. The macroeconomic risk responsive strategy we acquired from Astor Investment Management is now accessible on our investment platform. But meaningful growth means more than expanding our investment lineup—it’s about continuously strengthening...
There’s something truly special about moments that define growth. Not just in business metrics or assets under management, but in the meaningful connections we build and the shared vision we create together. Last month, we were thrilled to announce that Astor Investment Management is joining the...
One of the things I love most about Beacon Capital Management is how we view corporate responsibility. To us, it’s so much more than just managing investment portfolios—it’s about truly making a difference in the communities we call home. This year, we took a heartfelt approach to our giving by...
Leadership at Beacon Capital Management is about more than just steering the ship — it’s about setting a vision, empowering a team, and driving meaningful results for the financial advisors we serve. This year, we welcomed Emily Damman as President of Beacon, and her impact has already been...
