July 24, 2014 5:45 PM ET

Capital Markets

Company Overview of Beacon Trust Company

Company Overview

Beacon Trust Company is an employee owned investment manager. The firm also provides fiduciary services, custodial services, estate planning services, and trust planning services. It also acts as an agent for executor, trustee or guardian of property. The firm provides its services to high net worth individuals and institutions clients including pension plans and endowments. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. For its fixed income securities, it invests in intermediate term taxable bonds. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index and...

163 Madison Avenue

6th Floor

Morristown, NJ 07960

United States

Founded in 1987

Phone:

973-377-8090

Fax:

973-410-3111

Key Executives for Beacon Trust Company

President and Director
Age: 41
Chairman of the Board
Age: 82
Chief Financial Officer
Senior Vice President and Portfolio Manager
Senior Managing Director of Investments and Manager
Compensation as of Fiscal Year 2014.

Beacon Trust Company Key Developments

Beacon Trust Company Appoints Diane Allard as Vice President and Portfolio Manager

Beacon Trust Company appointed Diane Allard as vice president and portfolio manager. Before joining the firm, Allard was vice president and portfolio manager at TD Wealth for 10 years, where she managed investment portfolios for institutional and high net worth clients. She earned a bachelor's degree from Rutgers University. She lives in Hillsdale.

Beacon Trust Company Hires Loren Sattinger as Vice President and Trust Officer

Beacon Trust Company hired Loren Sattinger as vice president and trust officer. He holds a bachelor's degree in economics from Claremont McKenna College. Sattinger also earned a J.D. degree from California Western School of Law. He is a Monroe Township resident.

Beacon Trust Company Appoints Elizabeth Keil as Trust Officer

Beacon Trust Company named Elizabeth Keil trust officer. Keil previously spent seven years at Citigroup Private Bank as assistant vice president and assistant trust officer.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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