Beacon Trust, a subsidiary of Provident Bank, manages $4 Billion in private client assets.Lead manager on the Income & Appreciation strategy and responsible for a number of high net worth client relationships.

Investment Group managing $8B in various equity, fixed income, and third party strategies with locations in London, Geneva, Paris, Hong Kong, Mexico, New York, and Miami.; Manage $1.6B in domestic and global client assets, primarily equity and balanced mandates. Direct 12 individuals managing equity idea generation. Secure research for weekly IPC meetings. Drive discussion focusing on new investment ideas leading to decision and implementation. Communicate with Traders to execute strategic investment plans. Participate on Committee that reviews accounts for compliance with stated client objectives.Selected Achievements: •Grew book of business to $1.6B over client introductions, expansion of existing portfolios, and market results.•Transitioned Group from individuals assigned to industries to sector teams led by Senior Investment Managers. Senior member drove discussion, asked probing questions, and guided junior members. Increased recommendations 25% in addition to confidence and participation of less experienced team members.•Co-led dividend income strategy generating 8.4% 3 year annualized return versus 8.1% benchmark (75% of S&P 500 / 25% 90 day T-bills).•Serve as LEAD MANAGER on flagship US Core Portfolio generating 20.05% 3 year annualized return versus S&P500’s 14.2% and Lipper LC Core 16.7%. 5 year 16.9 vs Lipper LC Core of 14.2%.In 2019, return was 33.49% vs. 31.49%. In 2020, the return was 25.10% vs 18.40%. In 2021, Core rose 25.45%.Act as backup on ESG mandate•Instituted new research structure and write quarterly client commentary for distribution.

Co-led two Closed-End funds equaling $2B+ utilizing a multi-manager approach. Managed high yield portion specifically energy and industrial trusts.

Led 7 Senior Analysts and Chaired Weekly Investment Policy Committee meetings. Managed all aspects of research process including assuring constant flow of investment ideas and topical issues to portfolio management team. Reviewed all material and data prepared by Analysts. Trained and mentored new and Junior Analysts in value and contrarian investment philosophy. Ensured accurate management of commission allocation to sell-side. Served as member of Best Execution Committee reviewing trade execution results to assure clients received best price and cost – results secured top 5% of Abel Noser database.

Analyzed Energy and Financial sectors representing 50% exposure in portfolios. 2007 energy recommendations increased 30% outperforming GICS energy sector by 300 basis points. Recommended reduction in overall weight in Financials in early 2008 and throughout year including elimination of GSE’s and Washington Mutual.Selected Achievements: •Key player in raising $2B in assets to fund two closed-end funds. Collaborated with Marketing team to review RFPs. Grew third party AUMs to $4B and doubled overall assets in three years. Maintained relationships and assets during periods of poor performance. •Developed and managed research initiative resulting in consistent outperformance of benchmarks in multi-dimensional role spanning Director of Research, Equity Analyst, and Portfolio Manager.•Conceptualized and implemented tracking system for Analyst recommendations for evaluation and incentive compensation. Six of seven Analysts outperformed sector indices by 300 – 800 basis points in 2007 and team’s cumulative results exceeded the Russell 1000V index by 63 basis points in 2008.•Created “Analyst of the Year Award” in recognition of outstanding research and stock picking ability.•Produced 60% cumulative increase in investment recommendations since assuming DOR role.