Prior to joining Furman Selz in March 1995, Mr. Fraenkel spent seven years at Lehman Brothers, Inc.,  where he was a Managing Director and Director of Global Research overseeing 110 analysts located in New York, London, Tokyo, and Hong Kong. As Global Research Director, he participated in managing the department's ascension in the Institutional Investor poll from a rank of 15th in 1987 to 1st in 1990, 1991, and 1992.

Before Lehman Brothers, Mr. Fraenkel was Chairman and Chief Executive Officer of Market America Group, an investment advisory firm. He also spent four and a half years as Director of Equity Research and a member of the Board of Directors at Prudential Securities. He began his Wall Street career in 1974 as a Securities Analyst with Goldman Sachs & Company and was Chief Investment Strategist for E.F. Hutton from 1980 to 1982.

Mr. Fraenkel received a B.S. in Economics and Finance from Lehigh University and an M.B.A. from the Wharton School, University of Pennsylvania. He was elected to membership of Beta Gamma Sigma and Omicron Delta Epsilon, the national business school and economics honorary societies. He is a past Chairman of the Board of Advisors of the College of Business and Economics of Lehigh University. Mr. Fraenkel is a member of the New York Society of Security Analysts and the CFA Institute. He is also a member of the Board of Directors of Invention Machine Corporation and The Gerson Lehrman Group.

Prior to joining ClearBridge, Mr. Blake served as a portfolio strategist for Prudential Bache Securities and a large cap portfolio manager at Brown Brothers Harriman. He began his financial services career in 1977 with Merrill Lynch as an account executive. Mr. Blake received a B.S. from Lehigh University and an M.S. from the State University of New York at Binghamton.

Mr. Balog was recognized five times by Institutional Investor Magazine’s All-American Research poll for his work on the electronics industry. He has been quoted extensively and has lectured frequently about the research business at Columbia University and the University of Florida, and has co-authored a case study on research management which was published by the Harvard Business School.

Mr. Balog is a director of the New York Society of Securities Analysts and a member of the Economic Club of New York. He serves on the board of the St. Joseph’s High School Foundation (Metuchen, NJ) and the Kemmerer Library (Harding, NJ). He is President of the Harding Township Civic Association, and is Trustee of the Center for Civic Responsibility, a good government group in New Jersey. Mr. Balog earned a Bachelor of Science in Mechanical Engineering from Bucknell University and a MBA from the Wharton School of the University of Pennsylvania.

Mr. Marsh serves as a Portfolio Manager and Analyst for Beacon Trust. He is a seasoned specialist in consumer non-durable and consumer cyclical sectors.

He is a graduate of Princeton University, where he majored in Economics, and received his M.B.A. from NYU’s Graduate School of Business. Mr. Marsh holds the CFA and CIC designations.

He is a Registered Investment Advisor.

Throughout his career at Honeywell and its predecessor company, AlliedSignal, Inc., where he was responsible for over $18 billion of employee benefit fund assets worldwide, investment returns were nationally recognized for superior performance.

Currently, Mr. Tokar is a Director of CH Energy Group, the Gabelli Dividend and Income Trust, Gabelli Global Deal Fund, and Teton Advisors, Inc. Additionally, he has served as a Director, Trustee, or Advisory Board member for a number of leading U.S. and international investment organizations including DB Hedge Strategies, the Topiary Fund for Benefit Plan Investors, Levco Series Trust Mutual Funds, Investcorp Hedge Fund of Funds and RFE Investment Partners.

Mr. Tokar received a B.S. degree with High Honors from the University of Maryland and an M.B.A. from the College of William & Mary, where he continues to serve as Trustee Emeritus and is a member of the Business School Foundation Board. He also holds the CPA designation.

Mr. Cawthorne is a graduate of Lehigh University where he majored in Economics and Finance. He served as Treasurer and Director of the John Hart Hunter Educational Foundation, Inc. as well as Treasurer and Director of the Kappa Society, his National Social Fraternity. Additionally, he has served as an Advisor, Finance Chairman, and Treasurer for his church as well as for his fraternity Alumni Board at Lehigh University.

Prior to joining Jamison Prince Asset Management in 1998, Mr. Harris spent 16 years with PaineWebber Inc.'s asset management subsidiary, Mitchell Hutchins, and its predecessor organization. There, he was responsible for managing U.S. equity and balanced accounts for individual and institutional clients, both domestic and international. Previous to Mitchell Hutchins, Mr. Harris was a member of one of Neuberger Berman’s Money Management Groups for three years, where he was responsible for managing accounts and generating investment ideas. He also held investment positions with Fidelcor Inc., a bank holding company, and INA Corporation (now CIGNA) as a member of its international staff. He served in the U.S. Army for three years at the Supreme Headquarters Allied Powers Europe, Mons, Belgium, where he was awarded the Joint Service Commendation medal for management analyst work.

Mr. Harris holds a B.A. from Dartmouth College and an M.B.A. from Harvard University. He is a member of the New York Society of Security Analysts, where he serves on the High Net Worth Committee. He also is a member of the Foreign Policy Association and serves on the Executive Committee of his Dartmouth class.

Mr. Vadeika is a graduate of Gettysburg College and holds the CFA designation. He is also a member of the New York Society of Security Analysts.

Her career as a portfolio manager began in the mid-1990s at the Bank of New York Mellon where she managed trust and personal investment accounts, retirement accounts, and charitable trusts. She also supervised a team of portfolio managers at the Bank.

Just prior to coming to Beacon Trust, Ms. Coury was a Vice President at Jamison, Eaton and Wood. While there she provided investment services for high net worth clients. Her contribution to the firm included participating on the Investment and Strategy Team, equity research and writing the monthly communication letter to clients.

Ms. Coury is a graduate of Oakland University in Michigan. She has held the CFA designation since 1988, is a member of the New York Society of Security Analysts, and is an active member of the Northern New Jersey Investment Forum.

Mr. Cashin graduated from Villanova University and received his M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant, Chartered Financial Analyst, and a Chartered Market Technician.

Mr. Diemar is a Trustee of the MacCulloch Hall Historical Museum. He is a Cannon Trust School Certificate holder and a Certified Financial Planner. Mr. Diemar received his B.A. from Middlebury College.