CLOs on the Move

Beacon Trust

www.beacontrust.com

 
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.beacontrust.com
  • 163 Madison Avenue Suite 600
    Morristown, NJ USA 07960
  • Phone: 973.377.8090

Executives

Name Title Contact Details
Bennett Macdougall
 Senior Vice President and General Counsel Profile
Kevin Bergesen
 Trust Officer and Associate General Counsel Profile

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