Mark S. Germain CFP | Founder and CEO |
Mark has helped families reduce transfer tax, assure succession and meet investment targets through personalized financial advice, counsel and implementation. His experience includes, assisting in professional family offices, tax and expense management, design, development and implementation of investment policies. Mark is an adjunct faculty member at Fairleigh Dickinson University. A relentless tactician, Mark meets with his clients to determine strategy changes, liquidation potential, cash flow requirements, and tax strategy implementation. Mark stresses to all clients that investment is a slow yet steady art that requires a written policy and adherence to guidelines. Golf and kayaking consume Mark's spare time. |
Eric M. Zachs | Managing Member |
Eric provides Beacon with a perspective on wealth and the needs of ultra affluent families. Based on his experience with both the private client groups of major investment banks and commercial banks he has keen understanding of how to match wealth strategy needs of affluent families with the services offered by Beacon This perspective allows clients to see firsthand how the implementation of wealth strategies can accomplish the myriad of goals clients set out to accomplish. Eric is very active in his community. He has been president of the Greater Hartford Jewish Community Center and The Hartford Dispensary and serves on the boards of Hebrew Health Care, the Jewish Federation of Greater Hartford and Solomon Schechter Day School. Eric has been appointed as the Hartford County Chair of ADL’s Connecticut Region. He graduated from Tufts University and Columbia University School of Law. He is married, has three children and resides in West Hartford, CT. When his busy schedule permits he works on reducing his golf handicap. |