Beacon Trust
Investment Management • 
Morristown, New Jersey, United States • 101-200 Employees
Company overview
| Headquarters | 163 Madison Avenue, Morristown, NJ 07960, US |
| Phone number | +18663778090 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Private Banking, Fiduciary, Financial Planning, Investment Management, Legacy Planning, Trust And Estate |
| Founded | 1988 |
| Employees | 101-200 |
| Socials |
Key Contacts at Beacon Trust
Denis Belinskiy
Head Of Technology & Operations, Managing Director
Charles Pawlik
Managing Director, Lead Of Investment Strategy
Stefan Hermann
Managing Director
Susan Hayes
Managing Director, Fixed Income
Brian Mcgann
Executive Managing Director, Investment Strategy
Patricia Hall
Managing Director
Richard B. Cawthorne
Managing Director
Patricia Hall
Managing Director
Humphrey Stephen
Managing Director
Gregory Dubnansky
Director Of Sales, Wealth Management
Beacon Trust Email Formats
Beacon Trust uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@beacontrust.com), used 35.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@beacontrust.com | 35.3% |
{first initial}{last name} | jdoe@beacontrust.com | 29.4% |
{first name}.{last name} | john.doe@beacontrust.com | 29.4% |
{first initial}{second initial}{last name} | jodoe@beacontrust.com | 2.9% |
{second initial}{last name} | odoe@beacontrust.com | 2.9% |
About Beacon Trust
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.
Beacon Trust revenue & valuation
| Annual revenue | $23,000,000 |
| Revenue per employee | $209,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $73,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Beacon Trust has 24 employees across 6 departments.
Departments
Number of employees
Funding Data
Beacon Trust has never raised funding before.
Beacon Trust Tech Stack
Discover the technologies and tools that power Beacon Trust's digital infrastructure, from frameworks to analytics platforms.
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Operating systems
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Miscellaneous
Web servers
JavaScript libraries
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Cookie compliance
Spain
Italy
Norway
United Kingdom
Frequently asked questions
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