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Beacon Trust

Our People

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Meet Our Team

At Beacon, we believe wealth management plans should be as distinctive as the people they’re created for. That’s why we offer a broad range of financial services. And it’s why you’ll get a diverse, experienced team who will work closely together to build customized strategies just for you and your family.

Teresa Akridge

Vice President 
Trade Operations Specialist

Diane Allard, CFP®

Vice President
Portfolio Manager

Marisa Amoresano

Client Services Support

Dawn M. Avallone, JD

Vice President
Trust Officer

Denis Belinskiy

Managing Director
Head of Technology & Operations

Christopher Bromley, FPQP™

Associate Relationship Manager

William Butler, CFA

Managing Director
Portfolio Manager

Richard Cawthorne

Managing Director
Porfolio Manager

Lauren Cecala

Assistant Vice President
Trust Officer

Erman Civelek, CFA, CAIA, CFP®

Senior Vice President
Investment Strategist

John J. Corcoran

Vice President
Portfolio Manager

Caitlin DeGroat, FPQP™

Assistant Vice President
Relationship Manager

Meaghan DiBiase

Assistant Vice President
CRM & Marketing Analyst

Maria Di Zio

Vice President 
Portfolio Manager

Howard Friedner

Executive Managing Director
Portfolio Manager

Courtney Frost

Business Development Associate

Adam Goldberg, CFP®, CPWA®

Vice President
Relationship Manager

Patricia A. Hall, CFP®

Managing Director
Wealth Strategist

Susan Hayes

Managing Director
Fixed Income Portfolio Manager

Joseph F. Healy, CFA

Managing Director
Research Director

Stefan Hermann

Managing Director
Business Development Officer

Michael A. Holt, CFP®

Managing Director
Wealth Strategist

Marieta Ivkovic, CFP®

Assistant Vice President
Relationship Manager

Timothy Kazachkov, CFP®

Associate Relationship Manager

Raymond Kowalik, CPA

Assistant Vice President 
Tax Planning Manager

Kenneth Lenskold

Chief Compliance Officer

John Longo, PhD, CFA

Chief Investment Officer

Spencer Marsh, CFA, CIC, RIA

Senior Managing Director
Portfolio Manager

Kaitlyn Mauriello

Client Services Support

Brian McGann, CFA

Executive Managing Director
Head of Investment Strategy

Erin McGrath

Senior Operations Analyst

Patrick O'Hare

Client Services Support

Charles Pawlik, CFA, CFP®

Senior Vice President
Portfolio Manager

Christopher C. Perrine, CFP®

Vice President
Portfolio Manager

Diane Radossich

Assistant Vice President
Portfolio Manager

Melissa Raimundo, CFP®

Vice President 
Relationship Manager

Lillian Rinchiuso

Vice President
Office Manager

Christopher Shagawat, CFA

Vice President
Portfolio Manager

Zoie Silver, CFP®

Managing Director
Chief of Staff