The Beacon Team
Mark S. Germain CFP™, MBA | Founder and CEO |
 Mark Germain CFP™, MBA is the founder and CEO of Beacon Wealth Management and has over twenty-five years of experience giving advice to high net-worth individuals and organizations. His career highlights started with the "Big Eight” accounting firm of Touche Ross and Company (Deloitte and Touche). Later, Mark worked as a senior officer in two high tech start-up companies with multiple responsibilities including World Wide Field Operations and Chief Financial Officer. As a Management Consultant, Mark was considered an experienced professional in Municipal Bond Finance and counseled clients on financial reporting strategies and strategic planning. As a financial advisor, Mark has built and customized plans for private and public corporation executives, educated professionals on all facets of asset and wealth management, and implemented strategies to help increase wealth, reduce taxes, and preserve and protect family wealth. After completing his BS in economics and accounting, Mark completed his MBA and graduate work in finance at Northeastern University and taught accounting. He keeps contemporary as an adjunct professor at Fairleigh Dickinson University teaching future CFP™ candidates the financial planning process. For more than 20 of the last 25 years, Mark Germain has provided financial guidance on investments, estate planning, insurance protection and ad hoc financial advice. A relentless tactician, Mark manages his clients' financial lives with passion and precision. He emphasizes to all Beacon Wealth Management clients that investment is a slow, yet steady art that requires a written policy and adherence to guidelines. E-Mail Mark Germain Mark Germain can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Eric M. Zachs, Esq. | Chairman |
 Eric is a member of Beacon Wealth Management, LLC and is Managing Partner of Bantry Bay Ventures-China, LLC, a private equity firm that focuses on investments in China. Eric is the consummate entrepreneur and is Co-Chairman of Message Center Management, Inc., which owns and manages antennae sites for the wireless industry. Eric has also been General Partner of Entrust Capital Frontier Fund, a venture capital fund. From 1996-2000 he Co-Chaired and was a Founder of ZipLink, Inc., an internet backbone company listed on NASDAQ. From 1989-1995 Eric was President and COO of Message Center USA a nationwide paging company until its sale in 1995 to AirTouch Communications (currently Vodafone). The transaction was the largest sale of any privately owned paging company.
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 a 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. In the community Eric is as active. 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. |
Norman Sohn, MD, FACS, FASCRS, MBA | Managing Director |
 Dr. Norman Sohn has over forty years of experience running a successful, referral based surgical practice. He understands the complexity of issues facing medical professionals — namely asset protection, principal protection, investment tax strategies, maximizing revenue, and freedom from dealing with multiple advisors. From this perspective, Dr. Sohn provides expert guidance to surgeons, physicians, and the medical community. He is also cofounder of the annual Ira W. Sohn Investment Research Conference, along with his wife Judith. After graduating magna cum laude, Phi Beta Kappa with honors from City College of New York, Dr. Sohn attended New York University School of Medicine and then went on to complete a fellowship in Colon and Rectal Surgery at the Lahey Clinic in Boston. Then in 2003, he received his MBA from Fairleigh Dickinson University and successfully completed the coursework required for Certified Financial Planner designation (CFP™). E-Mail Dr. Norman Sohn Dr. Norman Sohn can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Eric Frankel | Managing Director of Operations |
 Eric Frankel is Managing Director of Operations at Beacon Wealth Management. Prior to joining Beacon, Eric was Associate Director of Program Management for Bear Stearns, a division of J.P. Morgan Securities Inc. where he contributed to the oversight of Bear Stearns' discretionary Portfolio Manager Advise platform which included Project Management, Performance Measurement, Trading and Compliance.For over 15 years, Eric Frankel has been involved in the Private Wealth Managed divisions of various firms. He was Vice President at JPMorgan Chase & Co. where he headed and re-engineered the performance measurement department for their Private Bank. He also worked as Director at Prudential Investment Managed Services and Morgan Stanley Investment Consultant Services Group overseeing their performance measurement, investment analytics and billing departments. At all three firms, he was involved in working closely with investment advisors regarding issue resolution, streamlining operational processes and building efficient teams. Eric Frankel received a B.S. in accounting and finance from Rider College. E-Mail Eric Frankel Eric Frankel can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Tina Powell | Director of Communications & Marketing at Beacon Wealth Management |
 Tina Powell is Director of Communications & Marketing for Beacon Wealth Management. She is responsible for both internal and external communications and coordinating all Beacon marketing programs. Prior to joining Beacon Wealth Management, Tina was Vice President of Operations & Marketing for All Metals and Forge, and received the Best of Parsippany Award 2009 from the U.S. Chamber of Commerce for traditional and online media integration. For eight years previous, Tina was founder and principal of Powell Graphics, a full-service advertising and design firm. Currently, Tina is working towards her Masters at New York University. She is also a Magna Cum Laude graduate of Fairleigh Dickinson University and holds a B.S. in Business Management. E-Mail Tina Powell Tina Powell can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Julie Belardinelli, MBA | Financial Planner |
 Julie brings a wealth of experience to her role as a Beacon Financial Planner. She has a MBA in Finance from Pace University, a BBA in Marketing from St. Bonaventure University and multiple years of practice in the investment arena. Previously, Julie was a Financial Planner for American Express Financial Advisors and worked at Citibank Global Asset Management, helping manage portfolios for high net worth individuals. She also worked at Prudential Securities as a Junior Equity Analyst for the household products and cosmetics industry. Currently, Julie is adding her series 65 to her list of accomplishments prior to completing her CFP™ designation.
E-Mail Julie Belardinelli Julie Belardinelli can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Claudia Capilla | Client Services Manager |
All clients will recognize Claudia as our senior client services manager. She is in her 4th year with Beacon and holds the ParaplannerSM Certification. Claudia’s strict attention to detail provides our clients with the highest standards of account management. Born in Italy, she speaks fluent Italian, and is working towards a degree in Humanities after studying International Business at William Paterson University.
E-Mail Claudia Capilla Claudia Capilla can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Akeela Careem | Client Services Manager |
Technical details never escape Akeela. She grew up in Dubai, United Arab Emirates and graduated from Fairleigh Dickinson University with a degree in Finance. She successfully tackles every aspect of client relations management, from opening new accounts to the final portfolio analysis. Akeela is a Registered ParaplannerSM and is presently working towards her Series 65 License and becoming a Beacon Planner.
E-Mail Akeela Careem Akeela Careem can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Kerry Crowley | Analyst |
Kerry’s strong analytical capabilities enhance the preparation of all Beacon reports. Part of her daily routine includes the reconciliation of hundreds of millions of dollars with TD Ameritrade, Schwab, and other investment firms. Kerry earned her BS in Economics from Drew University and was part of their winning softball team. As a competitor, she strives to improve the output and robustness of the Beacon experience.
E-Mail Kerry Crowley Kerry Crowley can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Kelly Leuck | Administrator |
Organizational efficiency is a vital component to Beacon operations and comes naturally to Kelly. Previously, she worked for PricewaterhouseCoopers as an Associate Consultant in preparation of Personalized Benefit Communication Materials. She is also a graduate of St. Thomas Aquinas College with a Bachelor’s Degree in Business Administration. Currently, Kelly is completing a certificate program in bookkeeping and QuickBooks.
E-Mail Kelly Leuck Kelly Leuck can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Arthur Troast, C.P.A. |
| Arthur is a Certified Public Accountant with over 25 years of professional experience. Formerly with Deloitte & Touche, Arthur founded Troast Consulting in 1993. He graduated from Bucknell University in 1983, and is currently a professor of Accounting at the City University of New York. Arthur has been a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public accountants since 1985. Arthur lives in Glen Rock, NJ with his wife and two children. |
Sharon LaRoux, C.P.A. |
| Sharon has been a Certified Public Accountant for more than 16 years and specializes in tax preparation and investment reporting. She earned her degree from Kent State University and is a member of the American Institute of CPAs and the New Jersey Society of CPAs. Sharon lives in Glen Rock, NJ with her husband and two sons and is active in the school and community. |
Staci Purcell, C.P.A. |
| Staci Purcell has been a C.P.A. since 1995, and is licensed in the State of New York. Staci began her career at Arthur Andersen and then moved to IBM’s Financial Planning and Strategy Group. Staci has an M.B.A. from New York University and a B.S. from Cornell University. Staci lives in Glen Rock, NJ with her husband and two sons. |
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
65 Harristown Road, Suite 101, Glen Rock, New Jersey , 07452 | Phone: (201) 447 - 9500 | Toll Free: (866) 403 - 6310 | Fax: (201) 447 - 6226