Beacon Trust Employee Directory

Investment ManagementUnited States51-200 Employees

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.

Find Beacon Trust employees' phone numbers or email addresses

Beacon Trust Global Highlights

Location
Employees

North America
95

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  • United States Of America
    95

Beacon Trust's Leadership

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    C. R.
    Chief Executive Officer
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    T. M.
    Chief Compliance Officer
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    E. T.
    Chief Technology 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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    B. M.
    President
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    G. N.
    President And Director
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    D. B.
    Head Of Technology & Operations, Managing Director
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Contact profiles from Beacon Trust

Name
Title
Contact Info
Location
Last Update
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    E. S.
    Associate Relationship Manager
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    Oct 17, 2024
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    O. A.
    Portfolio Manager
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    Jul 05, 2025
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    M. A.
    Senior Operations Associate
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    United StatesNew Jersey
    Sep 11, 2025
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    C. W. L.
    Senior Tax Planner
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    Nov 10, 2025
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    I. H.
    Senior Executive Assistant
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    United StatesMassachusetts
    Oct 17, 2024
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    K. O.
    Principal
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    Oct 17, 2024
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    M. H.
    Wealth Strategist
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    United StatesNew Jersey
    Aug 19, 2025
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    R. B.
    Client Services
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    Oct 18, 2025
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    J. C.
    Trust Officer
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    United StatesNew Jersey
    Oct 26, 2025
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    Y. M.
    Tax Analyst
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    United States
    Aug 09, 2025

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, NJ 07960, US; 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 109 employees as of October 2025. 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 October 2025, Beacon Trust's key employees include:

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

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