Iselin-based Provident Bank has added four industry professionals to its wealth management subsidiary, Beacon Trust, based in Morristown.
The new hires include three Wealth Management Relationship Managers who will further strengthen Beacon Trust’s advisory team. In their roles, they will work closely with clients to deliver personalized investment management,
Three will serve as relationship managers, focused on wealth planning and fiduciary solutions, and will coordinate long-term comprehensive financial strategies for each client.
Jason Apuzzio joins Beacon Trust as Senior Vice President, Wealth Management Relationship Manager. He has more than two decades of experience advising high-net-worth individuals and families. Most recently, he served as Senior Vice President and Wealth Advisor at Truist Wealth Management, where he advised C-suite executives, business owners, and retirees on investment management, trust and estate planning, and fiduciary strategies. He has also worked for PNC Private Bank and BlackRock.
Samantha Booth joins as Assistant Vice President, Wealth Management Relationship Manager. She has experience in portfolio management and wealth advisory services. Prior to joining Beacon Trust, she served as Assistant Vice President and Portfolio Manager at Orange Investment Advisors (formerly Hudson Valley Investment Advisors), where she managed relationships with high-net-worth individuals and families and oversaw portfolio construction across multiple asset classes with a strong focus on tax efficiency and estate planning considerations. She has also worked for Merrill Lynch Wealth Management.
Marc Oceanak joins Beacon Trust as Wealth Management Relationship Manager. He most recently served as a Financial Advisor at Scafa Financial Services, where he developed customized financial plans and investment strategies for individuals and families with complex financial needs. He previously worked for Barnum Financial and Ameriprise Financial.
The firm also appointed Louis Russo as Wealth Management Business Development Officer. Russo will work to expand Beacon Trust’s network of prospective clients and professional referral partners while increasing market awareness of the firm’s wealth management solutions. Most recently, Russo served as Senior Vice President and Wealth Advisor at Truist Wealth.
In October, Provident Bank appointed Annamaria Vitelli as executive vice president and chief growth officer of Beacon Trust.
