Our People

Nick Thompson, CFA

Vice President
Portfolio Manager

Nick Thompson is a Vice President Portfolio Manager at Beacon Trust. He works with clients to create customized investment portfolios tailored to their objectives, time horizon, income needs, and risk tolerance. He is responsible for investment strategy implementation, risk management, and portfolio rebalancing to ensure portfolios remain aligned with client goals. 

He began his career at J.P. Morgan in operations and client service managing relationships with institutional fund providers for whom JPM acted as custodian. After JPM he joined Hartford Funds as a Client Portfolio Analyst advising financial professionals on constructing multi-asset portfolios using ETFs and mutual funds. Prior to joining Beacon, Nick was an Associate Portfolio Manager for RBC Rochdale where he gained hands on experience managing high net worth portfolios. 

Nick earned his BS in Business Administration from Elizabethtown College where he was a member of the Lacrosse team and his MBA from Villanova University where he concentrated in Finance and Analytics. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of New York. Originally from the Philadelphia area, Nick maintains a strong connection to his roots through his passion for the city’s sports teams. In his free time Nick enjoys spending time with his wife and three children.