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Kelly M. Roach Joins Beacon Trust as Vice President, Trust Officer

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junio 21, 2018

Kelly M. Roach Joins Beacon Trust as Vice President, Trust Officer

Kelly M. Roach of Hicksville, N.Y. has joined Beacon Trust Company as Vice President, Trust Officer.  Roach will be based in the firm’s Long Island office and will be responsible for the daily coordination of account administration for personal trust, estate, and agency relationships.  In addition, she will utilize fiduciary knowledge, experience, and bank resources to identify opportunities for relationship enhancement, and develop new business from existing relationships, centers of influence, and other sources.

 

“We are thrilled to add Kelly to Beacon’s Long Island team. Her expertise in trust and estate administration, as well as investment management will greatly enhance Beacon Trust’s ability to deliver exceptional returns to our clients,” said Antonia Pancel-Cipric, Chief Fiduciary Officer, Beacon Trust. 

 

Roach has more than 20 years’ experience in trust and estate administration, and portfolio management.  Before joining Beacon Trust, she served as Vice President, Trust Relationship Officer with US Trust/Bank of America, Private Wealth Management, where she managed the administration of 300 personal trusts and was responsible for investment management and IRA accounts.  Prior to that, Roach was Vice President, Senior Portfolio Officer/Wealth Management with BNY Mellon, N.A.  Roach earned a B.S. in Management and Communications from Adelphi University.  She attended the New York State Bankers Association Trust Administration School and Estate Administration School.

 

About Beacon Trust

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. The firm focuses on helping its clients attain, preserve and expand their assets through customized wealth management planning.

Beacon Trust Company is a wholly owned subsidiary of Provident Bank which, in turn, is a subsidiary of Provident Financial Services, Inc. (NYSE:PFS), which reported assets of $9.73 billion as of March 31, 2018.  Provident Bank maintains a network of full service branches throughout northern and central New Jersey as well as eastern Pennsylvania.

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