Beacon Trust, an Iselin-based wealth management firm and wholly owned subsidiary of Provident Bank, announced Monday the appointment of Tristan Harding as Managing Director, Head of Relationship Management and Growth.
In his new role, Harding will oversee Beacon Trust’s corporate growth strategy, business development initiatives, and client relationship management across the region. Reporting directly to Anna Vitelli, Executive Vice President, Chief Wealth Officer of Provident Bank and President of Beacon Trust, Harding is tasked with driving sustainable revenue growth, expanding assets under management (AUM), and deepening synergy between Beacon Trust and Provident Bank’s commercial and retail channels.
Harding brings more than two decades of financial services, wealth planning, and executive leadership experience to Beacon Trust. Most recently, he served as Director of Sales Strategy and Execution for PNC Private Bank, where he directed enterprise sales initiatives and integrated financial planning tech platforms to improve client engagement and advisor productivity.
His background also includes leadership positions with PNC Private Bank and Hawthorn Family Office—where he served as Business Development Director and Head of Client Risk Management, serving high-net-worth and ultra-high-net-worth clients—as well as previous roles at PNC Wealth Management and Northwestern Mutual.
“Tristan is an accomplished wealth management executive whose extensive experience in business development, relationship management, and strategic growth makes him an outstanding addition to Beacon Trust,” Anna Vitelli, President of Beacon Trust and EVP, Chief Wealth Officer of Provident Bank, said. “His proven ability to develop and execute growth strategies, build high-performing teams, and strengthen client relationships will be instrumental as we continue to expand our wealth management business and enhance the comprehensive solutions we provide to our clients.”
Harding earned a Bachelor of Science in International Business and Management from Dickinson College. He also holds executive education certificates in Artificial Intelligence: Implications for Business Strategy from the Massachusetts Institute of Technology (MIT) and FinTech from Harvard University, alongside maintaining FINRA Series 7 and 66 licenses.
Based in Iselin, Beacon Trust delivers customized wealth management, trust administration, investment advisory, and financial planning solutions to individuals, families, business owners, and institutions across the tri-state area.
