Beacon Trust Company

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Beacon Trust Company — overview

About

Beacon Trust is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include investment management, financial planning, legacy planning, trust, estate administration, tax advisory, preparation, and private banking. The wealth manager advises individuals, high-net-worth individuals, pension & profit-sharing plans, trusts, estates, charitable organizations, and corporations. In 2008, Beacon Trust acquired Clear Asset Management. In 2015, it acquired MDE Group, a wealth manager whose clients include high-net-worth families, senior corporate executives, endowments, and foundations. In 2015, it acquired Acertus Capital Management, a wealth manager whose clients include net-worth families, endowments, and foundations. In 2019, Beacon Trust Company acquired Tirschwell & Loewy, expanding investment management services into New York City.

Beacon Trust Company - known decision makers (48)

Position	Location	Asset Class
Assistant Vice President, Business Development Associate	Morristown, US	PEREINFHFPDNR
Assistant Vice President, Portfolio Manager	Morristown, US	PEREINFHFPDNR
Assistant Vice President, Relationship Manager	Morristown, US	PEREINFHFPDNR
Senior Vice President, Senior Portfolio Manager	Morristown, US	PEREINFHFPDNR
Board Member	Morristown, US	PEREINFHFPDNR

Showing 5 of 48 known decision makers Beacon Trust Company

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