Lucia Shah
Wealth Advisor at Beacon Pointe Advisors
- Role
- Wealth Advisor at Beacon Pointe
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Lucia Shah
I help my clients make the most informed decisions related to their wealth, coordinating…
Experience
Wealth Advisor
May 2025 — Present · Amherst, MA, US
On May 16, 2025, Hart & Patterson Financial Group joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
Union College
Bachelor of Arts (B.A.), Philosophy and Political Science
2005 — 2009
Union College
Bachelor of Arts - BA, Philosophy and Political Science
Boston College
Master of Theological Studies
2011 — 2013
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