BackgroundImage
logopng

You are leaving Beacon Trust's website and going to a third party website. This may have privacy and security policies different from Beacon Trust. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website.

LOGIN
LOGIN

OUR PEOPLE

Sort By

All Leadership Board of Directors Investment Management Business Development Service
carla

Carla Aguilar

Client Services Associate

View Bio
teresa-akridge

Teresa Akridge

Vice President, Trade Operations Specialist

View Bio
diane-allard

Diane Allard

CFP® - Vice President, Portfolio Manager

View Bio
dawn-avallone-v2.jpg?crop=0.20343267870514761,0.13253858438122415,0.09663319744768506,0

Dawn M. Avallone

JD - Vice President, Trust Officer

View Bio
denis-belinskiy.jpg?center=0.535673839184598,0

Denis Belinskiy

Senior Technology Officer

View Bio
hetal-bhimani.jpg?center=0.50684931506849318,0

Hetal Bhimani

Client Services Associate

View Bio
william_updated.jpg?crop=0.1687449019988034,0.030075793789119367,0.19352870513172768,0

William Butler

CFA - Managing Director, Research Director

View Bio
richard-cawthorne

Richard Cawthorne

Managing Director, Porfolio Manager

View Bio
lauren-cecala

Lauren Cecala

Assistant Vice President, Trust Officer

View Bio
erman-civelek

Erman Civelek

CFA, CAIA, CFP® - Senior Vice President, Investment Strategist

View Bio
jake-clemens-v2.jpg?crop=0.0000000000000005015595781836,0.078125000000000083,0,0

Jake Clemens

CFP® - Relationship Manager

View Bio
ashley-lake-v3.jpg?crop=0.1728057861328125,0.15654520917678813,0

Ashley Conti

Associate Wealth Strategist

View Bio
jack2018.jpg?crop=0.068333333333333329,0.07166666666666667,0.1431694495980225,0

John J. Corcoran

Portfolio Manager

View Bio
caitlin-degroat

Caitlin DeGroat

Assistant Vice President, Relationship Manager

View Bio
meaghan-dibiase

Meaghan DiBiase

Sales & Marketing Analyst

View Bio
maria-di-zio

Maria Di Zio

Vice President, Portfolio Manager

View Bio
jessica-feyer

Jessica Feyrer

Portfolio Manager Assistant

View Bio
howard.jpg?crop=0.21930133033975971,0.01961168856638551,0.11359775480219664,0

Howard Friedner

Executive Managing Director, Portfolio Manager

View Bio
courtney-frost

Courtney Frost

Business Development Associate

View Bio
sandy_3.jpg?crop=0.17849456197921668,0.040675992673908833,0.19347147985523366,0

Sandy Genduso

Administrative Assistant

View Bio
len-gleason

Leonard G. Gleason

Esq. - General Counsel

View Bio
adam-headshot-3.jpg?crop=0.1640528184025008,0.048599687395753627,0.20120512462054022,0

Adam Goldberg

CFP®, CPWA® - Relationship Manager

View Bio
john-goode

John Goode

Client Services Associate

View Bio
patti-hall

Patricia A. Hall

CFP® - Managing Director, Wealth Strategist

View Bio
susan-hayes

Susan Hayes

Managing Director, Fixed Income Portfolio Manager

View Bio
joseph-healy

Joseph F. Healy

CFA - Managing Director, Research Director

View Bio
stefan-hermann

Stefan Hermann

Managing Director

View Bio
michael-holt

Michael A. Holt

CFP® - Managing Director, Wealth Strategist

View Bio
rita_1.jpg?crop=0.17999100559684478,0.028028271554080244,0.1383074673917345,0

Rita Kotelevets

Administrative Assistant

View Bio
kenneth-lenskold

Kenneth Lenskold

Chief Compliance Officer

View Bio
jeff_1.jpg?crop=0.15154895734596821,0.021695833098295127,0.11052622225226405,0

Jeffrey Loewy

Co-Founder, Portfolio Manager

View Bio
john-longo

John Longo

PhD, CFA - Chief Investment Officer

View Bio
spencer-marsh

Spencer Marsh

CFA, CIC, RIA - Senior Managing Director, Portfolio Manager

View Bio
brian-mcgann

Brian McGann

CFA - Head of Investment Strategy

View Bio
erin.jpg?center=0.42333333333333334,0

Erin McGrath

Client Services Associate

View Bio
valerie-murray

Valerie O. Murray

CFP® - President

View Bio
antonia-pancel-cipric

Antonia Pancel-Cipric

JD - Chief Fiduciary Officer

View Bio
charles-pawlik

Charles Pawlik

CFA, CFP® - Vice President, Portfolio Manager

View Bio
alaine-pelliccio.jpg?center=0.49902152641878667,0

Alaine Pelliccio

Administrative Assistant

View Bio
christopher-perrine

Christopher C. Perrine

CFP® - Vice President, Portfolio Manager

View Bio
diane-radossich

Diane Radossich

Portfolio Manager Assistant

View Bio
melissa-raimundo-v2.jpg?crop=0.047315026185936158,0.021164276790796844,0.059991928943110243,0

Melissa Raimundo

CFP® - Relationship Manager

View Bio
lillian-rinchiuso

Lillian Rinchiuso

Vice President

View Bio
christopher-shagawat

Christopher Shagawat

CFA - Vice President, Portfolio Manager

View Bio
bhakti-shah

Bhakti Shah

Esq., CPA - Vice President, Tax Planning

View Bio
zoie-silver

Zoie Silver

CFP® - Senior Vice President, Client Services Manager

View Bio
pavel-sokolov.jpg?center=0.72798434442270055,0

Pavel Sokolov

CPA - Senior Tax Planner

View Bio
giovanni-valle.jpg?center=0.4216710182767624,0

Giovanni Valle

CFP® - Associate Wealth Strategist

View Bio
victoria

Victoria Wayne

Administrative Assistant

View Bio
charlotte-wei.jpg?center=0.50097847358121328,0

Charlotte Wei

CPA - Tax Analyst

View Bio