Beacon Trust
Description
Founded: 1987 Parent organization: Provident Bank of New Jersey Subsidiary: Beacon Indexes
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Beacon Trust Employees
Employee
Years
Job
Industry
Antonia Pancel-Cipric Antonia Pancel-Cipric's Beacon Trust Experience April 2012 - Present
Job Vice President, Trust Officer at Beacon Trust
Industry Investment Management
Experience
Beacon Trust April 2012 - Present
Citi Trust 2009 - 2012
Citi Private Bank, Global Wealth Structuring 2003 - 2009
Merrill Lynch Trust Company, Wealth Management Services, Charitable Center of Excellence 1997 - 2003
Law Offices of Louann Wonski 1995 - 1997
Skills
Wealth Management, Investments, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Equities, Attorneys, Trusts, Wealth Management..., Banking
Education
Tulane University Law School 1988 — 1991
Doctor of Law (J.D.)
Fitzwilliam College, Cambridge University, England 1990 — 1990
Comparative Legal Studies
University of Notre Dame 1991 — 1994
Master of Arts (M.A.), Art History, Criticism and Conservation
University of Notre Dame 1994 — 1994
Certificate in African Studies, African Politics, Literature, Anthropology
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Government and Art History
Rutgers University-New Brunswick 1983 — 1983
Non Degree Program, Psychology/Sociology
Beacon Trust April 2012 - Present
Citi Trust 2009 - 2012
Citi Private Bank, Global Wealth Structuring 2003 - 2009
Merrill Lynch Trust Company, Wealth Management Services, Charitable Center of Excellence 1997 - 2003
Law Offices of Louann Wonski 1995 - 1997
Skills
Wealth Management, Investments, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Equities, Attorneys, Trusts, Wealth Management..., Banking
Education
Tulane University Law School 1988 — 1991
Doctor of Law (J.D.)
Fitzwilliam College, Cambridge University, England 1990 — 1990
Comparative Legal Studies
University of Notre Dame 1991 — 1994
Master of Arts (M.A.), Art History, Criticism and Conservation
University of Notre Dame 1994 — 1994
Certificate in African Studies, African Politics, Literature, Anthropology
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Government and Art History
Rutgers University-New Brunswick 1983 — 1983
Non Degree Program, Psychology/Sociology
Glenn Myers Glenn Myers's Beacon Trust Experience April 2015 - Present
Job Executive Managing Director at Beacon Trust
Industry Investment Management
Experience
Beacon Trust April 2015 - Present
Acertus Capital Management July 2011 - March 2015
The MDE Group, Inc October 1991 - July 2011
Education
Rutgers University School of Law - Newark 1993 — 1997
JD
Rutgers School of Business 1988 — 1992
BS, Finance
Beacon Trust April 2015 - Present
Acertus Capital Management July 2011 - March 2015
The MDE Group, Inc October 1991 - July 2011
Education
Rutgers University School of Law - Newark 1993 — 1997
JD
Rutgers School of Business 1988 — 1992
BS, Finance
Erin Vater Erin Vater's Beacon Trust Experience February 2013 - April 2014
Job Administrative Assistant
Industry Financial Services
Experience
Office Team, A Robert Half Company November 2014 - January 2015
Beacon Trust February 2013 - April 2014
Millennium Practice Management Associates, Inc. February 2010 - December 2012
Huntington Learning Center April 2008 - January 2012
Fieldstone Middle School August 2008 - June 2009
Educational Warehouse November 2006 - April 2008
Glebar Company, Inc. May 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Salesforce, Administrative..., Customer Service, Public Speaking, Editing, Research, Tutoring, Teaching, Curriculum Design, Administrative..., Administration
Education
Bucknell University 2002 — 2006
Bachelor of Science (B.S.), Education
Office Team, A Robert Half Company November 2014 - January 2015
Beacon Trust February 2013 - April 2014
Millennium Practice Management Associates, Inc. February 2010 - December 2012
Huntington Learning Center April 2008 - January 2012
Fieldstone Middle School August 2008 - June 2009
Educational Warehouse November 2006 - April 2008
Glebar Company, Inc. May 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Salesforce, Administrative..., Customer Service, Public Speaking, Editing, Research, Tutoring, Teaching, Curriculum Design, Administrative..., Administration
Education
Bucknell University 2002 — 2006
Bachelor of Science (B.S.), Education
Tim Call Tim Call's Beacon Trust Experience January 2003 - February 2006
Job President & Chief Investment Officer at The Capital Management Corporation
Industry Investment Management
Experience
The Capital Management Corporation February 2006 - Present
PeaceFrogs December 2002 - Present
Lowe, Brockenbrough & Co August 2011 - December 2012
Beacon Trust January 2003 - February 2006
Skills
Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management..., Fixed Income, Investment Research, Chartered Financial..., Investment Advisory, Equities, Valuation, Asset Management, Financial Modeling, Board of Directors, Board Presentations, Private Equity, Strategic Planning
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Investments and Accounting
University of Virginia 1986 — 1990
Bachelor of Arts (BA), Economics & Mathematics
Saint Christophers 1976 — 1986
Diploma
The Capital Management Corporation February 2006 - Present
PeaceFrogs December 2002 - Present
Lowe, Brockenbrough & Co August 2011 - December 2012
Beacon Trust January 2003 - February 2006
Skills
Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management..., Fixed Income, Investment Research, Chartered Financial..., Investment Advisory, Equities, Valuation, Asset Management, Financial Modeling, Board of Directors, Board Presentations, Private Equity, Strategic Planning
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Investments and Accounting
University of Virginia 1986 — 1990
Bachelor of Arts (BA), Economics & Mathematics
Saint Christophers 1976 — 1986
Diploma
John J. 'Jack' Corcoran John J. 'Jack' Corcoran's Beacon Trust Experience November 2014 - Present
Job Portfolio Manager at Beacon Trust
Industry Investment Management
Experience
Beacon Trust November 2014 - Present
Tandem Investment Partners, LLC January 2014 - November 2014
TD Wealth Management March 2009 - 2013
US Trust July 2000 - March 2009
Brown Brothers Harriman -- 59 Wall Street, NYC September 1998 - July 2000
The Bank of New York -- 63rd and Madison, NYC September 1994 - September 1998
Furgueson Capital Management -- 19 West 44th St, NYC January 1991 - September 1994
E. F. Hutton - Hutton Capital Management -- 100 Fl, Two World Trade Center, NYC May 1985 - December 1990
Manufacturers Hanover Investment Corp. -- 600 Fifth Ave, NYC June 1984 - May 1985
Skills
Investments, Equities, Wealth Management, Investment Management, Asset Allocation, High Net Worth..., Financial Advisory, Wealth, Investment Advisory, Private Banking, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Investment Strategies, Securities, Mutual Funds, Hedge Funds, Estate Planning, Bonds, Wealth Management..., Portfolio Management, Sales, Marketing Strategy, Series 65
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, concentration Investment Management
Fordham University
Bachelor of Science (B.S.), Double Major: Finance & Economics
Don Bosco Prep
REGISTRATIONS:
Beacon Trust November 2014 - Present
Tandem Investment Partners, LLC January 2014 - November 2014
TD Wealth Management March 2009 - 2013
US Trust July 2000 - March 2009
Brown Brothers Harriman -- 59 Wall Street, NYC September 1998 - July 2000
The Bank of New York -- 63rd and Madison, NYC September 1994 - September 1998
Furgueson Capital Management -- 19 West 44th St, NYC January 1991 - September 1994
E. F. Hutton - Hutton Capital Management -- 100 Fl, Two World Trade Center, NYC May 1985 - December 1990
Manufacturers Hanover Investment Corp. -- 600 Fifth Ave, NYC June 1984 - May 1985
Skills
Investments, Equities, Wealth Management, Investment Management, Asset Allocation, High Net Worth..., Financial Advisory, Wealth, Investment Advisory, Private Banking, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Investment Strategies, Securities, Mutual Funds, Hedge Funds, Estate Planning, Bonds, Wealth Management..., Portfolio Management, Sales, Marketing Strategy, Series 65
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, concentration Investment Management
Fordham University
Bachelor of Science (B.S.), Double Major: Finance & Economics
Don Bosco Prep
REGISTRATIONS:
Richard Cawthorne Richard Cawthorne's Beacon Trust Experience January 2009 - Present
Job Managing Director at Beacon Global Assets
Industry Financial Services
Experience
Beacon Trust January 2009 - Present
Furgueson Capital Management May 2009 - December 2009
Furgueson Capital Management April 1995 - July 2009
Skills
Equities, Investments, Portfolio Management, Asset Management, Investment Banking, Fixed Income, Valuation, Investment Strategies, Risk Management, Financial Services, Securities, Investor Relations, Hedge Funds, Asset Managment, Real Estate, Digital Marketing, Emerging Markets
Education
Lehigh University - College of Business and Economics 1956 — 1960
Bachelor's degree, Economics
Beacon Trust January 2009 - Present
Furgueson Capital Management May 2009 - December 2009
Furgueson Capital Management April 1995 - July 2009
Skills
Equities, Investments, Portfolio Management, Asset Management, Investment Banking, Fixed Income, Valuation, Investment Strategies, Risk Management, Financial Services, Securities, Investor Relations, Hedge Funds, Asset Managment, Real Estate, Digital Marketing, Emerging Markets
Education
Lehigh University - College of Business and Economics 1956 — 1960
Bachelor's degree, Economics
Andrea Lopes Andrea Lopes's Beacon Trust Experience August 2010 - May 2011
Job Manager, Global Partner Network at American Express
Industry Financial Services
Experience
American Express April 2015 - Present
American Express January 2014 - April 2015
American Express May 2011 - January 2014
Beacon Trust August 2010 - May 2011
TD September 2007 - August 2010
Skills
Microsoft Word, Bloomberg, Microsoft Office, Analysis, Investments, Asset Managment, Securities, Risk Management, PowerPoint, Time Management, Microsoft Excel, Research, Banking, Financial Analysis, Customer Service, Marketing, Salesforce.com, Project Management, Spanish, Training, Data Analysis, Financial Modeling, Sales Process, Relationship Management, Business Analysis, B2B Marketing, Payments, Marketing Strategy, Finance, Business Development, Email Marketing
Education
Montclair State University
B.S., Business Administration with conc/ International Business & Management
Università degli Studi di Firenze / University of Florence
Italian
American Express April 2015 - Present
American Express January 2014 - April 2015
American Express May 2011 - January 2014
Beacon Trust August 2010 - May 2011
TD September 2007 - August 2010
Skills
Microsoft Word, Bloomberg, Microsoft Office, Analysis, Investments, Asset Managment, Securities, Risk Management, PowerPoint, Time Management, Microsoft Excel, Research, Banking, Financial Analysis, Customer Service, Marketing, Salesforce.com, Project Management, Spanish, Training, Data Analysis, Financial Modeling, Sales Process, Relationship Management, Business Analysis, B2B Marketing, Payments, Marketing Strategy, Finance, Business Development, Email Marketing
Education
Montclair State University
B.S., Business Administration with conc/ International Business & Management
Università degli Studi di Firenze / University of Florence
Italian
Jim Purisky Jim Purisky's Beacon Trust Experience February 2006 - February 2007
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2007 - Present
Beacon Trust February 2006 - February 2007
PNC Advisors June 2001 - June 2006
First Union National Bank May 1998 - June 2001
First Union National Bank April 1993 - June 1998
Skills
Portfolio Management, Equity Research Analysis, Economic Research, Fixed Income Analysis, New Business..., Performance Appraisal, Written & Oral..., Client Development, Client Communication, CFA Level I passed, Wealth Management, Equity Research, Trading, Financial Risk, Asset Allocation, Fixed Income, Investments, Asset Management, Alternative Investments, Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance, General
TIAA-CREF February 2007 - Present
Beacon Trust February 2006 - February 2007
PNC Advisors June 2001 - June 2006
First Union National Bank May 1998 - June 2001
First Union National Bank April 1993 - June 1998
Skills
Portfolio Management, Equity Research Analysis, Economic Research, Fixed Income Analysis, New Business..., Performance Appraisal, Written & Oral..., Client Development, Client Communication, CFA Level I passed, Wealth Management, Equity Research, Trading, Financial Risk, Asset Allocation, Fixed Income, Investments, Asset Management, Alternative Investments, Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds
Education
Rider University 1987 — 1991
Bachelor of Science (BS), Finance, General
Benny Ng's Beacon Trust Experience July 2007 - December 2010
Job Senior Mortgage Underwriter at SUTHERLAND GLOBAL SERVCES, Houston, Texas 2014Present
Industry Real Estate
Experience
SUTHERLAND GLOBAL SERVCES, Houston, Texas October 2014 - Present
JPMorgan Chase April 2012 - September 2014
Sutherland Global Services December 2010 - April 2012
Beacon Trust July 2007 - December 2010
Washington Mutual Bank June 2006 - July 2007
Amstar Mortgage Corporation July 2005 - June 2006
Aegis Mortgage Corporation November 2002 - July 2005
Option One Mortgage February 2001 - November 2002
Foremost Mortgage Corporation January 1999 - February 2001
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Residential Mortgages, First Time Home Buyers, Foreclosures, Investment Properties, Loan Origination, Loans, Real Estate, REO, Short Sales, USDA, Mortgage Underwriting, Underwriting
Education
Houston Baptist University - College of Business and Economics 1985 — 1988
Master of Science (MS), Management
University of Houston-Downtown 1981 — 1985
Bachelor of Science (BS), Petroleum Land Management/ Minor Real Estate
SUTHERLAND GLOBAL SERVCES, Houston, Texas October 2014 - Present
JPMorgan Chase April 2012 - September 2014
Sutherland Global Services December 2010 - April 2012
Beacon Trust July 2007 - December 2010
Washington Mutual Bank June 2006 - July 2007
Amstar Mortgage Corporation July 2005 - June 2006
Aegis Mortgage Corporation November 2002 - July 2005
Option One Mortgage February 2001 - November 2002
Foremost Mortgage Corporation January 1999 - February 2001
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Residential Mortgages, First Time Home Buyers, Foreclosures, Investment Properties, Loan Origination, Loans, Real Estate, REO, Short Sales, USDA, Mortgage Underwriting, Underwriting
Education
Houston Baptist University - College of Business and Economics 1985 — 1988
Master of Science (MS), Management
University of Houston-Downtown 1981 — 1985
Bachelor of Science (BS), Petroleum Land Management/ Minor Real Estate
Oleg Ikhelson's Beacon Trust Experience December 2007 - Present
Job VP Tax Planning at Beacon Trust
Industry Financial Services
Experience
Beacon Trust December 2007 - Present
Red Oaks School 2012 - 2012
Kostka Taylor CPA's LLC June 1999 - December 2007
Skills
Estate Planning, Accounting, Wealth Management, Finance, Tax, Investment Advisory, Financial Planners, Tax Preparation, Management, CPA, Investments, Strategic Financial..., Financial Analysis
Education
Rutgers University School of Law - Newark 2004 — 2008
JD, Tax Law/Taxation, 3.7
National Aerospace University -'Kharkiv Aviation Institute' 1992 — 1998
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Beacon Trust December 2007 - Present
Red Oaks School 2012 - 2012
Kostka Taylor CPA's LLC June 1999 - December 2007
Skills
Estate Planning, Accounting, Wealth Management, Finance, Tax, Investment Advisory, Financial Planners, Tax Preparation, Management, CPA, Investments, Strategic Financial..., Financial Analysis
Education
Rutgers University School of Law - Newark 2004 — 2008
JD, Tax Law/Taxation, 3.7
National Aerospace University -'Kharkiv Aviation Institute' 1992 — 1998
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Erik Vadeika, CFA's Beacon Trust Experience June 2007 - May 2012
Job Portfolio Manager, Managing Director at PeapackGladstone Bank
Industry Investment Management
Experience
Peapack-Gladstone Bank May 2012 - Present
Beacon Trust June 2007 - May 2012
PNC Wealth Management July 1999 - June 2007
American Stock Exchange October 1996 - June 1999
Bank Hapoalim 1992 - 1996
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Investments
Education
Gettysburg College 1985 — 1989
BA, Business Management
Peapack-Gladstone Bank May 2012 - Present
Beacon Trust June 2007 - May 2012
PNC Wealth Management July 1999 - June 2007
American Stock Exchange October 1996 - June 1999
Bank Hapoalim 1992 - 1996
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Investments
Education
Gettysburg College 1985 — 1989
BA, Business Management
Valerie Murray's Beacon Trust Experience June 2011 - Present
Job Executive Managing Director, Client Services & Operations at Beacon Trust Company
Industry Financial Services
Experience
Beacon Trust June 2011 - Present
U.S. Trust, Bank of America August 1996 - June 2011
Skills
Wealth Management..., Management, Securities, Investment Advisory, Asset Allocation, Series 7, Financial Advisory, AML, Asset Management, Banking, Financial Services, Wealth Management, Estate Planning
Education
Bucknell University 1992 — 1996
BS, Math
Beacon Trust June 2011 - Present
U.S. Trust, Bank of America August 1996 - June 2011
Skills
Wealth Management..., Management, Securities, Investment Advisory, Asset Allocation, Series 7, Financial Advisory, AML, Asset Management, Banking, Financial Services, Wealth Management, Estate Planning
Education
Bucknell University 1992 — 1996
BS, Math