Austin Cassidy

Current Employers

Employment History

• 08/2024 → 10/2025
  Beacon Pointe Advisors, Llc
  San Diego, CA
• 08/2019 → 08/2024
  Vanguard
  Malvern, PA
• 05/2018 → 08/2018
  Vanguard
  Malvern, PA
• 05/2017 → 08/2018
  Upmc
  Pittsburgh, PA
• 08/2015 → 05/2019
  Penn State University
  State College, PA
• 10/2025 → 03/2026
  Beacon Pointe Advisors, Llc
  San Diego, CA
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  San Diego, CA
• 08/2024 → Present
  Beacon Pointe Insurance Services, Llc
  San Diego, CA

Other Businesses

(1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Talaria Tactics; Not investment-related; Address: Encinitas, CA; Nature of the business: Business process auditing, workflow automation, and management technology consulting.; Position/Title: Founder; Start date: 05/2026; 16 HRS/MO devoted to OBA; 0 HRS/MO during trading hours; Duties: Act as an independent operational consultant. Duties may include reviewing third-party corporate administrative workflows, documenting current-state and future-state processes, configuring software/API connections such as CRM integrations and productivity tools, and designing standard operating procedures to reduce manual operational overhead.

Designations