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Beacon Trust jobs and careers

Morristown, NJ, United States

About Beacon Trust

Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.

Founded
1988
Employees
11 to 50
Headquarters
Morristown

Leadership

The top of Beacon Trust's org chart, with how many people report into each leader.

VMPhoto of Valerie O. Murray

Valerie O. Murray

President

32 reports

DBPhoto of Denis Belinskiy

Denis Belinskiy

Head Of Technology & Operations, Managing Director

6 reports

DAPhoto of Dawn Avallone

Dawn Avallone

Senior Vice President And Trust Officer

4 reports

CCPhoto of Christina G. Duffy Ctfa

Christina G. Duffy Ctfa

Senior Vice President, Relationship Manager

4 reports

CA

Cfp® Diane Allard

Vice President, Portfolio Manager

4 reports

BMPhoto of Brian McGann

Brian McGann

Executive Managing Director, Investment Strategy

3 reports

PH

Patricia Hall

Managing Director

1 report

ZS

Zoie Silver

Chief Of Staff

1 report

BMPhoto of Bennett MacDougall

Bennett MacDougall

General Counsel

Jobs at Beacon Trust

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