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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
Client Services Support
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
Vice President
Trust Officer
John J. Corcoran
Vice President
Portfolio Manager
Caitlin DeGroat, FPQP™
Vice President
Relationship Manager
Meaghan DiBiase
Assistant Vice President
CRM & Marketing Analyst
Maria Di Zio
Vice President
Portfolio Manager
Chinoya Emeghara
Administrative Assistant
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
Timothy Kazachkov, CFP®
Relationship Manager
Raymond Kowalik, CPA
Assistant Vice President
Tax Planning Manager
Charlotte Lan, CPA
Senior Tax Planner
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
Kaitlyn Mauriello
Client Services Support
Brian McGann, CFA
Executive Managing Director
Head of Investment Strategy
Erin McGrath
Senior Operations Analyst
Valerie O. Murray, CFP®
President
Nalby Nouh
Client Services Support
Patrick O'Hare
Associate Relationship Manager
Antonia Pancel-Cipric, JD
Chief Fiduciary Officer
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
Evan Smith, CFP®
Associate Relationship Manager