Beacon Trust
Lee Delaporte is a seasoned finance professional with extensive experience in portfolio management across multiple prestigious institutions. Currently serving as a Senior Portfolio Manager at Beacon Trust since May 2023, Lee manages the Income & Appreciation strategy and oversees high net worth client relationships within a $4 billion asset management framework. Prior experience includes a significant tenure at HSBC Private Bank from August 2010 to March 2023, where Lee acted as Senior Portfolio Manager and Research Coordinator for an investment group managing $8 billion in diverse strategies across multiple international locations. Lee also held key roles at Dreman Value Management, LLC from January 2004 to January 2009, including Senior Portfolio Manager, Director of Research, and Equity Analyst, where strategic insights led to notable performance results. Lee holds a Bachelor of Arts in History and Economics from Denison University and is an alumnus of Newark Academy.
Beacon Trust
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.