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.
Valerie O. Murray
President
32 reports
Denis Belinskiy
Head Of Technology & Operations, Managing Director
6 reports
Dawn Avallone
Senior Vice President And Trust Officer
4 reports
Christina G. Duffy Ctfa
Senior Vice President, Relationship Manager
4 reports
Cfp® Diane Allard
Vice President, Portfolio Manager
4 reports
Brian McGann
Executive Managing Director, Investment Strategy
3 reports
Patricia Hall
Managing Director
1 report
Zoie Silver
Chief Of Staff
1 report
Bennett MacDougall
General Counsel
Jobs at Beacon Trust
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