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
99

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  • United States Of America
    99

Beacon Trust's Leadership

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    C. R.
    Chief Executive Officer
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    E. T.
    Chief Technology Officer
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    K. L.
    Chief Compliance Officer
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    B. C.
    Vice President Portfolio Manager
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    L. S.
    Vice President And Trust Officer
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    S. B.
    Vice President & Relationship Manager
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    A. V.
    President
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  • Stylized image of a person
    V. M.
    President
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Beacon Trust Employee Metrics

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

Contact profiles from Beacon Trust

Name
Title
Contact Info
Location
Last Update
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    A. V.
    President
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    United StatesMississippi
    Jun 15, 2026
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    V. M.
    President
    Phone icon
    United StatesNew Jersey
    Jun 24, 2026
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    B. M.
    President
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    Oct 22, 2024
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    C. R.
    Chief Executive Officer
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    Oct 23, 2024
  • Stylized image of a person
    E. T.
    Chief Technology Officer
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    Oct 21, 2024
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    G. N.
    President And Director
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    Oct 23, 2024
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    K. L.
    Chief Compliance Officer
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    Oct 17, 2024
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    J. A.
    Senior Vice President, Relationship Manager At Beacon Trust
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    United StatesNew York
    Apr 09, 2026
  • Stylized image of a person
    C. C.
    Vice President, Relationship Manager
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    United StatesNew York
    Apr 09, 2026
  • Stylized image of a person
    C. G. D. C.
    Senior Vice President, Relationship Manager
    Phone icon
    United StatesNew York
    Apr 09, 2026

Frequently Asked Questions

What is Beacon Trust known for?

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Beacon Trust was founded in 1988 operates in the Investment Management industry. The company's main headquarters is located in 163 Madison Avenue Morristown, New Jersey 07960 United States; you can contact the 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 . 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 120 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Beacon Trust's key employees and leadership?

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As of June 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.
  • Vice President And Trust Officer: L. S.

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