Leadership: Trust and Estate

 
Valerie O. Murray, CFP – Executive Managing Director, Client Services
Valerie Murray is executive managing director of client services at Beacon Trust Company, a subsidiary of The Provident Bank. She has worked in the financial industry for 15 years.

Ms. Murray is responsible for the overall management of both client services and operations, handling relationship management and trust operations.

Prior to joining Beacon, Ms. Murray was senior vice president and senior trust officer at U.S. Trust, Bank of America in New York City. She had fiduciary and administrative responsibility for more than 70 clients with $600 million in assets under management. During her 15-year tenure with U.S. Trust, Ms. Murray successfully transitioned clients through two mergers and acquisitions, Charles Schwab’s acquisition of U.S. Trust in 2000, Bank of America’s acquisition of U.S. Trust in 2007.

Ms. Murray received a bachelor’s degree in mathematics from Bucknell University and she is a certified financial planner (CFP).
 

Jill Petroro – Managing Director, Trust & Estate Administration
Jill Petroro is a managing director of trust and estate administration at Beacon Trust Company. She has been in the trusts and estates industry for 14 years.

Ms. Petroro came to Beacon Trust from the law firm Pitney Hardin, LLP, where she was a senior associate in the trusts and estates department, concentrating on estate and tax planning and estate and trust administration.

She graduated cum laude from Columbia University and received her Juris Doctor from Georgetown University Law Center, and is admitted to practice in New Jersey and New York. She is a frequent speaker at seminars and has published numerous articles concerning trusts and estates in professional journals.

Ms. Petroro is a past Secretary of the Board of Consultors of the Real Property Trust & Estate Law Section of the New Jersey State Bar Association and a member of the Estate Planning Council of Northern New Jersey.
 

Charles J. Roukema, Vice President, Trust Officer
Charles Roukema is vice president and trust officer at Beacon Trust Company. He has worked in the financial industry for 40 years, during which he has worked for Citizens First National Bank of New Jersey, NatWest Bank, Fleet Bank and Bank of America. Prior to joining Beacon Trust Company, he was vice president and senior trust officer at U.S. Trust, Bank of America in Glen Rock, N.J. He was responsible for the daily administration of a $700 million portfolio of investment and fiduciary accounts.

Mr. Roukema received his bachelor’s degree from Calvin College, Grand Rapids, MI and his MBA from Fairleigh Dickinson University. He is also a graduate of the Stonier Graduate School of Banking and is a certified trust and financial advisor (CTFA). In addition, Mr. Roukema is a member of the Estate Planning Council of Bergen County.