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HAUPPAUGE, NEW YORK (June 21, 2018): Kelly M. Roach of Hicksville, N.Y. has joined Beacon Trust Company as Vice President, Trust Officer. Roach will be based in the firm’s Long Island office and will be responsible for the daily coordination of account administration for personal trust, estate, and agency relationships. In addition, she will utilize fiduciary knowledge, experience, and bank resources to identify opportunities for relationship enhancement, and develop new business from existing relationships, centers of influence, and other sources. READ MORE
Dawn Avallone Joins Beacon Trust as Vice President, Trust Officer READ MORE
MORRISTOWN, N.J. Beacon Trust, a full-service private wealth management firm located in New Jersey with innovative investment solutions for individuals and institutions, announced today that it has successfully launched two new mutual funds and raised approximately $500m in assets for the two new funds, making Beacon Trust one of the top alternative fund families in the nation in 2017 in terms of new assets. READ MORE