Provident Financial Services : Kelly M. Roach Joins Beacon Trust as Vice President, Trust Officer
June 21, 2018 at 03:43 pm EDT
Share
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.
Attachments
Original document
Permalink
Disclaimer
Provident Financial Services Inc. published this content on 21 June 2018 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 21 June 2018 19:42:06 UTC
Provident Financial Services, Inc. is a holding company for The Provident Bank (the Bank). The Bank is a New Jersey-chartered capital stock savings bank operating full-service branch offices throughout northern and central New Jersey, Bucks, Lehigh and Northampton counties in Pennsylvania, as well as Queens and Nassau Counties in New York. The Bank provides a range of financial products and services through its network of branches. The Bank originates commercial real estate loans, commercial business loans, fixed-rate and adjustable-rate mortgage loans collateralized by one-to four-family residential real estate and other consumer loans, for borrowers generally located within its primary market area. The Bank invests in mortgage-backed securities and other permissible investments. It provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company, and insurance brokerage services through its subsidiary, Provident Protection Plus, Inc.
PROVIDENT FINANCIAL SERVICES, INC. 
