Shad Besikof

Managing Director, Partnership Development

Laguna Beach, CA

Department: Partnership Development

Experience: Has worked in the RIA space since 1998 

Education: MBA from The Graziadio Business School at Pepperdine University; B.A. Economics from the Eller School of Business at the University of Arizona 

Shad Besikof is a managing director of the partnership development team and an accomplished wealth management executive with a diverse background in leadership, mergers and acquisitions, business strategy, and sales management. Shad spent two decades in executive leadership roles creating strategic RIA relationships at the nation’s largest custodians such as Schwab, Fidelity, and Pershing BNY Mellon.   
 
Shad was most recently head of corporate development at a prominent $5 billion wealth management-focused RIA, where he led their M&A business initiative and simultaneously ran a large team of advisors, creating double digit organic growth. 
 
Shad is a graduate of The Graziadio Business School at Pepperdine University, where he earned his MBA and his undergraduate degree in economics from the Eller School of Business at the University of Arizona. 

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