About Beacon Trust
Beacon Trust is a Financial Services company based in Morristown (United States) founded in 1839, and was acquired by Provident Bank in August 2011. It operates as a wealth management services are provided to clients by Beacon Trust. Beacon Trust has completed 1 acquisition, including Tirschwell & Loewy. Its chief executive is Valerie Murray. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
Beacon Trust was founded in 1839 and is headquartered in Morristown, United States. Wealth management services are offered, focusing on investment advisory and financial planning for high-net-worth individuals and institutions. Operations are centered in the financial services sector, with a team led by CEO and President Valerie Murray. The company manages assets through personalized strategies across domestic markets.
- Headquarters Morristown, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website beacontrust.com
- Social LinkedIn X Facebook
- Acquired by Provident Bank (Aug 2011)
- InvestorsProvident Bank
& 1 more
- Investments & Acquisitions
- Acquired by
Investors in Beacon Trust
Beacon Trust has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Provident Bank and Center Bancorp.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided by Provident Bank to businesses. | 1839 | provident.bank | Jersey City, United States | |
Functions as a commercial bank offering deposits, loans, and payment services. | 1923 | centerbancorp.com | Englewood Cliffs, United States |
Investor details for Beacon Trust
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People of Beacon Trust
24 people are tracked at Beacon Trust (15 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Valerie Murray | CEO & President | Leadership |
Timothy Kazachkov | Assistant Vice President | Leadership |
Cfp® Diane Allard | Vice President, Portfolio Manager | Leadership |
Brian McGann | Executive Managing Director, Investment Strategy | Leadership |
Caitlin Degroat | Relationship Manager, VP | Leadership |
Cynthia Fusillo | Senior Vice President | Leadership |
Dawn Avallone | Senior Vice President And Trust Officer | Leadership |
Antonia Pancel-Cipric | Vice President, Trust Officer | Leadership |
Valerie O. Murray | President | Leadership |
Meaghan Dibiase | Vice President, Senior Business Analyst | Leadership |
Patricia Hall | Managing Director | Leadership |
Denis Belinskiy | Head Of Technology & Operations, Managing Director | Leadership |
Christina G. Duffy Ctfa | Senior Vice President, Relationship Manager | Leadership |
Jenny C. | Chief Compliance Officer | Leadership |
Zoie Silver | Chief Of Staff | Leadership |
Kevin Ryan | Investment Analyst | Team |
Lee Delaporte | Senior Portfolio Manager | Team |
Mike Holt | Wealth Strategist | Team |
Marisa Amoresano | Executive Assistant | Team |
Michael Albuquerque | Senior Operations Associate | Team |
4 more people are available in the full profile.
Complete people profiles for Beacon Trust
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Investments & Acquisitions by Beacon Trust
Beacon Trust has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tirschwell & Loewy.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management services are provided to clients. | tirschwellandloewy.com | New York, United States | 1986 | Jan 2019 | •••• |
Complete acquisition details for Beacon Trust
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Timeline of Beacon Trust
4 dated milestones of Beacon Trust across 180 years, from founding to its latest funding, stage changes and deals.
- Founded Beacon Trust is founded.
- Exit Acquired by Center Bancorp.
- Exit Acquired by Provident Bank.
- Acquisition Acquires Tirschwell & Loewy.
Competitors of Beacon Trust
Beacon Trust has 10 listed competitors in our database, 5 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Beacon Trust
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Web traffic of Beacon Trust
The website of Beacon Trust (beacontrust.com) receives about 2.7K visits a month.
- Monthly visits2.7K
▲ 12.8% vs previous month
Top companies in Asset Management
10 companies that operate in the same segment as Beacon Trust (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Beacon Trust
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Frequently Asked Questions about Beacon Trust
Beacon Trust was founded in 1839.
Beacon Trust is headquartered in Morristown, United States. It is registered at Morristown, New Jersey, United States.
Valerie Murray is the current CEO of Beacon Trust.
Beacon Trust was founded in 1839 and is headquartered in Morristown, United States. Wealth management services are offered, focusing on investment advisory and financial planning for high-net-worth individuals and institutions. Operations are centered in the financial services sector, with a team led by CEO and President Valerie Murray. The company manages assets through personalized strategies across domestic markets.
Beacon Trust's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Beacon Trust has made 1 acquisition, including Tirschwell & Loewy.
Beacon Trust has 2 investors. Key investors include Provident Bank, and Center Bancorp.
Yes. Beacon Trust was acquired by Provident Bank in August 2011.