Zoie Flaks Silver
Corporate Officer/Principal at Beacon Trust Co.
Profile
Ms. Zoie F.
Silver is a Senior Vice President & Chief of Staff at Beacon Trust Co. Ms. Silver oversees Beacon’s wealth advisory services, including financial planning, tax, and trust and estate services.
As part of the management team, Ms. Silver is responsible for various projects and strategic initiatives impacting the overall firm.
Prior to her current role, Ms. Silver was Client Service Manager of Beacon Trust.
She was responsible for the management of the client service team to ensure excellent service for all of Beacon Trust's clients.
Ms. Silver has also worked directly with clients, handling their day-to-day needs as relationship manager, as well as portfolio analysis and asset allocation as portfolio manager.
Ms. Silver joined Beacon Trust as a portfolio manager assistant in 2010.
Ms. Silver received a bachelor’s degree in economics from the University of Michigan with a minor in Asian languages and cultures.
Zoie Flaks Silver active positions
Companies | Position | Start |
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Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Corporate Officer/Principal | 2017-03-31 |
Training of Zoie Flaks Silver
University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Finance |
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