Lesley Cannan

Portfolio Manager-Equities at

Beacon Pointe Advisors LLC

Finance

Consumer Services

Profile

Ms. Lesley E.
Cannan is a Partner & Managing Director at Beacon Pointe Advisors LLC.
She specializes in providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, multi-generational families, foundations, and endowments.
Ms. Cannan was previously employed as a Director & Senior Advisor by Litman Gregory Wealth Management LLC, a Principal by Core Asset Management Co., and a Principal by FMR LLC.
She has pursued advanced professional education through the University of Montana, San Francisco State University, and the Yale School of Management.

Lesley Cannan active positions

Companies	Position	Start
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Portfolio Manager-Equities	31/12/2025

All active positions of Lesley Cannan

Former positions of Lesley Cannan

Companies	Position	End
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Analyst-Equity	31/12/2025
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/12/2011
Core Asset Management Co. Core Asset Management Co. Investment ManagersFinance Core invests globally and seeks to reap the investment benefits of favorable, long-term trends in global economies and asset markets. The firm takes a top-down macro view with global orientation for all investment decisions. They invest broadly in public securities, generally using Exchange-Traded Funds (ETFs), mutual funds, and, to a lesser degree, individual stocks and bonds. The portfolios Core manages are generally conservatively structured.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Finance
Core Asset Management Co. Core Asset Management Co. Investment ManagersFinance Core invests globally and seeks to reap the investment benefits of favorable, long-term trends in global economies and asset markets. The firm takes a top-down macro view with global orientation for all investment decisions. They invest broadly in public securities, generally using Exchange-Traded Funds (ETFs), mutual funds, and, to a lesser degree, individual stocks and bonds. The portfolios Core manages are generally conservatively structured.	Finance
The University of Montana The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Finance
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Finance