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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.
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Teresa Akridge
Vice President
Trade Operations Specialist
Michael Albuquerque
Operations Associate
Diane Allard, CFP®
Vice President
Portfolio Manager
Marisa Amoresano
Executive Assistant
Dawn M. Avallone, JD
Senior Vice President
Trust Officer
Denis Belinskiy
Managing Director
Head of Technology & Operations
Christopher Bromley, CFP®, CRPC®
Associate Relationship Manager
William Butler, CFA
Managing Director
Portfolio Manager
Lauren Cecala
Vice President
Trust Officer
Christopher Chung
Compliance Associate
John J. Corcoran
Vice President
Portfolio Manager
Christopher Cvitan, CFP®
Assistant Vice President
Relationship Manager
Stefani Daniels
Operations Associate
Caitlin DeGroat, FPQP™
Vice President
Relationship Manager
Lee Delaporte
Senior Vice President
Portfolio Manager
Meaghan DiBiase
Vice President
CRM & Marketing Analyst
Michael DiBrino
Tax Analyst
Maria Di Zio
Vice President
Portfolio Manager
Christina Duffy, CTFA, AEP®
Senior Vice President
Relationship Manager
Kaitlyn Fiorentine
Senior Operations Associate
Courtney Frost
Assistant Vice President
Business Development Associate
Cynthia Fusillo, CPA, ChSNC®, MBA
Senior Vice President
Tax Planning Manager
Patricia A. Hall, CFP®
Managing Director
Wealth Strategist
Susan Hayes
Managing Director
Fixed Income Portfolio Manager
Stefan Hermann
Managing Director
Business Development Officer
Michael A. Holt, CFP®
Managing Director
Wealth Strategist
Tripp Jarden, CFP®
Assistant Vice President
Relationship Manager
Timothy Kazachkov, CFP®
Assistant Vice President
Relationship Manager
John Longo, PhD, CFA
Chief Investment Officer
Bennett MacDougall
General Counsel
Spencer Marsh, CFA, CIC, RIA
Senior Managing Director
Portfolio Manager
Tom Mathew
Chief Compliance Officer
Brian McGann, CFA
Executive Managing Director
Head of Investment Strategy
Erin McGrath
Assistant Vice President
Operations Manager
Riya Mehra
Operations Associate
Yoshley Mejia
Tax Analyst
Valerie O. Murray, CFP®
President
William Nagie
Operations Associate
Nalby Nouh
Operations Associate
Patrick O'Hare, CFP®
Associate Relationship Manager
Antonia Pancel-Cipric, JD
Chief Fiduciary Officer
Charles Pawlik, CFA, CFP®
Managing Director
Lead of Investment Strategy
Christopher C. Perrine, CFP®
Senior Vice President
Portfolio Implementation Manager
David Pitt, CFP®
Senior Vice President
Relationship Manager
Sasha Polanco
Administrative Assistant
Diane Radossich
Assistant Vice President
Portfolio Manager
Melissa Raimundo, CFP®
Senior Vice President
Relationship Manager
Lillian Rinchiuso
Vice President
Office Manager
Kevin Ryan
Investment Analyst
Christopher Shagawat, CFA
Senior Vice President
Portfolio Manager
Zoie Silver, CFP®
Managing Director
Chief of Staff
Evan Smith, CFP®
Associate Relationship Manager