Beacon Wealth Management Names New Manager of Operations

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Beacon Wealth Management, a registered investment advisory firm based here, today announced a strengthening of its human capital resources through the promotion of veteran staff member Kerry Crowley to the role of Manager of Operations. Kerry will oversee all of Beacon’s operational processes, as well as the firm’s sophisticated technology infrastructure.

“I look forward to helping Beacon build its capacity to keep up with the demands of its growing client base and provide first rate service,” Crowley said.

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Beacon Wealth Management, a registered investment advisory firm based here, today announced a strengthening of its human capital resources through the promotion of veteran staff member Kerry Crowley to the role of Manager of Operations. Kerry will oversee all of Beacon’s operational processes, as well as the firm’s sophisticated technology infrastructure.

Kerry joined the firm in 2009 after working at the wealth management division of a large financial institution. At Beacon she has held positions in portfolio analysis, reporting and trading. Kerry is a member of Beacon’s Investment Advisory Group. In 2012, she was recognized as Beacon’s “Employee of the Year” for operational excellence and dedication to her job.

“I look forward to helping Beacon build its capacity to keep up with the demands of its growing client base and provide first rate service,” Crowley said.

Beacon CEO and Founder Mark Germain, CFP®, MBA, ADPA®, said “Kerry has been instrumental to the success of our operations. The operational side of an investment advisory firm like ours is complex and requires scrupulous attention to detail.”

“We have been fortunate to have Kerry on board and are pleased to give her this new expanded role,” he added.

Crowley holds a Bachelor of Science in Economics from Drew University. While there she was a starting 3rd baseman on the school’s Division III softball team. Her athletic prowess earned her the school’s “Woman of the Year” award.

Beacon, founded in 2002, manages over $270 million of private wealth for a clientele of high net worth investors, retirees, physicians, surgeons, entrepreneurs, attorneys and business professionals. Beacon is a fiduciary advisor, representing the highest ethical standard for investment professionals. The firm does not receive commissions, nor compensation from anyone other than its clients.

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Tina Powell

Tina Powell
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