Our People

Jason Apuzzio

Senior Vice President
Relationship Manager

Jason Apuzzio is a Senior Vice President and Relationship Manager at Beacon Trust, where he takes a holistic approach in providing comprehensive financial guidance to affluent individuals and families. With more than 25 years of experience in the financial services industry, Mr. Apuzzio has developed a deep understanding of the complex needs and goals of high-net-worth clients. He partners closely with individuals, multigenerational families, and business owners to design customized strategies that integrate investment management, risk management, wealth preservation, and estate planning objectives.

Before joining Beacon Trust, Mr. Apuzzio served as Senior Vice President at Truist Wealth Management, advising high-net-worth clients on all aspects of their financial lives. Previously, he held positions with PNC Private Bank, BlackRock, and Merrill Lynch, gaining broad expertise across private banking and investment management disciplines.

Mr. Apuzzio received his bachelor’s degree in Economics from Bucknell University and earned his MBA from Cornell University Johnson Graduate School of Management. He holds his FINRA Series 65 license and Life, Accident & Health Insurance license.