Family Office
Beacon Trust
Beacon Investment Advisory Services, Inc. (d/b/a Beacon Trust) is a US asset management firm founded in 1988 and headquartered in Morristown, New Jersey. The firm is a wholly owned subsidiary of Provident Bank.The firm’s investment approach is led by CIO John Longo. Previously, he served as a vice president at Merrill …
Asset classes & sectors
Alternative InvestmentsCommoditiesFixed incomeHedge FundsPrivate EquityPrivate PlacementReal Estate
Decision-makers
Valerie O.
President
Joseph F.
Managing Director Research Director
Spencer S., I Marsh
Senior Managing Director Portfolio Manager
Diane Allard
Vice PresidentPortfolio Manager
Christina Duffy
Senior Vice President Relationship Manager
Lee Delaporte
Senior Vice President Portfolio Manager
Howard Friedner
Executive Managing Director Portfolio Manager
Brian Mcgann
Executive Managing Director Head of Investment Strategy
John Longo
CIO
Christopher C.
Senior Vice President Portfolio Manager
Maria Di
Vice President Portfolio Manager
Tom Nmn Mathew
CHIEF COMPLIANCE OFFICER
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