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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

Dawn M. Avallone, JD

Vice President
Trust Officer

Denis Belinskiy

Senior Vice President
Head of Technology & Operations

Christopher Bromley

Associate Relationship Manager

Collin Brunnock

Client Services Support

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

Sandy Genduso

Administrative Assistant

Adam Goldberg, CFP®, CPWA®

Vice President
Relationship Manager

Jasson Gutierrez

Client Services Support

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

Kenneth Lenskold

Chief Compliance Officer

John Longo, PhD, CFA

Chief Investment Officer

Spencer Marsh, CFA, CIC, RIA

Senior Managing Director
Portfolio Manager

Brian McGann, CFA

Executive Managing Director
Head of Investment Strategy

Erin McGrath

Operations Analyst

Patrick O'Hare

Client Services Support

Antonia Pancel-Cipric, JD

Vice President
Chief Fiduciary Officer

Charles Pawlik, CFA, CFP®

Senior Vice President
Portfolio Manager

Alaine Pelliccio

Administrative Assistant

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

Bhakti Shah, JD, CPA

Senior Vice President
Tax Planning Manager

Zoie Silver, CFP®

Senior Vice President
Chief of Staff

Victoria Wayne

Administrative Assistant