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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.

Find Beacon Trust employees' phone numbers or email addresses

Beacon Trust Global Highlights

Location
Employees

North America
111

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  • United States Of America
    111

Africa
1

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  • Nigeria
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Beacon Trust's Leadership

  • Chief Executive Officer at Beacon Trust
    C. R.
    Chief Executive Officer
  • Chief Technology Officer at Beacon Trust
    E. T.
    Chief Technology Officer
  • Chief Compliance Officer at Beacon Trust
    K. L.
    Chief Compliance Officer
  • Vice President Portfolio Manager at Beacon Trust
    B. C.
    Vice President Portfolio Manager
  • President at Beacon Trust
    B. M.
    President
  • President And Director at Beacon Trust
    G. N.
    President And Director
  • Managing Director at Beacon Trust
    R. B. C.
    Managing Director
  • Senior Vice President, Relationship Manager at Beacon Trust
    C. D.
    Senior Vice President, Relationship Manager

Beacon Trust Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Entrepreneurship
  • Legal
  • Accounting
  • Other
  • Business Development

Contact profiles from Beacon Trust

Name
Title
Contact
Location
Last Update
  • Managing Director at Beacon Trust
    R. B. C.
    Managing Director
    Jun 29, 2026
  • President at Beacon Trust
    B. M.
    President
    Oct 22, 2024
  • Chief Executive Officer at Beacon Trust
    C. R.
    Chief Executive Officer
    Oct 23, 2024
  • Chief Technology Officer at Beacon Trust
    E. T.
    Chief Technology Officer
    Oct 21, 2024
  • President And Director at Beacon Trust
    G. N.
    President And Director
    Oct 23, 2024
  • Chief Compliance Officer at Beacon Trust
    K. L.
    Chief Compliance Officer
    Oct 17, 2024
  • Vice President Portfolio Manager at Beacon Trust
    B. C.
    Vice President Portfolio Manager
    Oct 22, 2024
  • Senior Vice President, Relationship Manager at Beacon Trust
    C. D.
    Senior Vice President, Relationship Manager
    Aug 20, 2026
  • Senior Vice President at Beacon Trust
    E. V.
    Senior Vice President
    Sep 23, 2025
  • Associate Relationship Manager at Beacon Trust
    E. S.
    Associate Relationship Manager
    Jun 08, 2026

Frequently Asked Questions

What is Beacon Trust known for?

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Beacon Trust was founded in 1988 and operates in the Investment Management industry. You can contact Beacon Trust's main corporate office by phone at . Explore Beacon Trust's company overview page for more information.

What is Beacon Trust's most common email format?

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Beacon Trust employees' email format typically follows the pattern of FLast@beacontrust.com. Trying to find reliable and up-to-date employee contact data? Find more Beacon Trust email formats with LeadIQ.

How many employees does Beacon Trust have currently?

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Beacon Trust has approximately 118 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Europe.

Who are Beacon Trust's key employees and leadership?

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As of August 2026, Beacon Trust's key employees include:

  • Chief Executive Officer: C. R.
  • Chief Technology Officer: E. T.
  • Chief Compliance Officer: K. L.
  • Vice President Portfolio Manager: B. C.
  • President: B. M.

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