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joseph-healy

Joseph F. Healy

CFA - Managing Director, Research Director

Joseph F. Healy is a Research Director with more than 25 years of financial industry experience. He is chairperson of the Equities Team, and is directly involved with the management of Beacon’s active equity portfolio strategies. Mr. Healy collaborates with colleagues across the organization in stock selection and on investment matters of relevance to clients and prospects.

Mr. Healy has an extensive background in investment leadership and portfolio management. Prior to joining Beacon Trust, he was a director of research at Legg Mason in Baltimore, PNC Advisors in Philadelphia and Merrill Lynch in Princeton.

Mr. Healy received a bachelor’s degree in business administration from William Paterson University and a master’s degree in finance from Fairleigh Dickinson University. He is also a CFA charterholder. In addition, Mr. Healy is a member of the Global Interdependence Center, CFA Institute, New York Society of Security Analysts, CFA Society of Philadelphia and the Baltimore CFA Society.