Company Overview of Beacon Trust Company
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
Morristown, NJ 07960
Founded in 1987
Key Executives for Beacon Trust Company
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
Dec 23 12
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.
Similar Private Companies By Industry
Recent Private Companies Transactions
|No transactions available in the past 12 months.|
Most Searched Private Companies
Sponsored Financial Commentaries