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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
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
Charlotte Lan, CPA
Tax Analyst
Kenneth Lenskold
Chief Compliance Officer
John Longo, PhD, CFA
Chief Investment Officer
Bennett MacDougall
General Counsel
Spencer Marsh, CFA, CIC, RIA
Senior Managing Director
Portfolio Manager
Brian McGann, CFA
Executive Managing Director
Head of Investment Strategy
Erin McGrath
Operations Analyst
Valerie O. Murray, CFP®
President
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