Beacon Trust Employee Directory
Investment ManagementNew Jersey, United States51-200 Employees
Beacon Trust is a Morristown, New Jersey-based investment management firm that provides comprehensive wealth management services. The company reports approximately $4 billion in assets under administration and employs between 51 and 200 people. Its offerings include Investment Management, Sophisticated Financial Planning, Trust and Estate Fiduciary services, and access to Banking and Insurance Services. The firm has a history of growth and corporate activity, including the 2019 acquisition of Tirschwell & Loewy, Inc., an expansion of staff in 2026, and the June 2026 appointment of Annamaria Vitelli as president and chief wealth officer. Beacon Trust operates with a fiduciary duty to help clients attain, preserve, and expand their assets.