Top 10 Investment Management Companies in Morristown

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 10 Investment Management Companies in Morristown ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Morristown

1. Beacon Trust

Industry: Investment Management

Location: Morristown, New Jersey

Website: beacontrust.com

Company Founded: 1988

Company Size: 11-50

Company Address: 163 Madison Avenue, Morristown, New Jersey, United States

Beacon Trust Contact Details

Name Title LinkedIn Phone Email
Giovanni Valle Associate Wealth Strategist
Christopher Shagawat Vice President, Portfolio Manager
Pavel Sokolov Senior Tax Planner
Valerie Murray President
Meaghan Dibiase Sales And Marketing Analyst
Hetal Bhimani Client Support Specialist
Xi Zhao Tax Analyst
Requires/Intent and 8 more Employees
CRM Systems
Institutional Asset Management
Software Development
and more

2. Massey Quick Simon & Co., Llc

Industry: Investment Management

Location: Morristown, New Jersey

Website: masseyquick.com

Company Founded: 2004

Company Size: 51-200

Company Address: 360 Mount Kemble Avenue, Morristown, New Jersey, United States

Massey Quick Simon & Co., Llc Contact Details

Name Title LinkedIn Phone Email
Brannon Fisher Director, Client Advisor
Michael Oliveri Chief Financial Officer At Simon Quick Advisors, Llc
Cristina Puleo Vice President
Kylee Scioscia Vice President, Principal
Belinda Bast Vice President | Senior Accountant Family Office Accounting Services
Requires/Intent
Business Expansion
FinTech Solutions For Investment Firms
SEO
AI
Software Development
and more

3. Mcrae Capital Management, Inc.

Industry: Investment Management

Location: Morristown, New Jersey

Website: mcraecapital.com

Company Founded: 1981

Company Size: 1-10

Company Address: 230 Madison Avenue, Morristown, New Jersey, United States

Mcrae Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
William Keefe Managing Director
Requires/Intent
ERP Solutions
Web Development
Sales
IoT
Technology
and more

4. Circle Squared Alternative Investments

Industry: Investment Management

Location: Morristown, New Jersey

Website: circlesquaredalts.com

Company Founded: 2014

Company Size: 1-10

Company Address: 20 Community Place, Morristown, New Jersey, United States

Circle Squared Alternative Investments Contact Details

Name Title LinkedIn Phone Email
Matthew Donovan Senior Research Associate
Requires/Intent
Public Relations
Sales
and more

5. Acertus Capital Management

Industry: Investment Management

Location: Morristown, New Jersey

Website: acertuscap.com

Company Founded: 2011

Company Size: 11-50

Company Address: 465 South Street, Morristown, New Jersey, United States

Acertus Capital Management Contact Details

Name Title LinkedIn Phone Email
Jessica Feyrer Business Development, Analyst
Requires/Intent
Smart Contracts For Investment
Robo-Advisors & AI Trading
Sales
IT Support
Software Development
and more

6. Sica Wealth Management

Industry: Investment Management

Location: Morristown, New Jersey

Website: sicawealthmgt.com

Company Founded: 2010

Company Size: 1-10

Company Address: 67 East Park Place, Morristown, New Jersey, United States

Sica Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lisa Levine Compliance Manager
Requires/Intent
Financial Due Diligence
Predictive Analytics
Cybersecurity Solutions
Global Market Trend Analysis
and more

7. Shelter Cove Advisors

Industry: Investment Management

Location: Morristown, New Jersey

Website: scadvisors.com

Company Size: 1-10

Shelter Cove Advisors Contact Details

Name Title LinkedIn Phone Email
Eric Jean Technician
Requires/Intent
CRM Systems
HR & Payroll Services
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Morristown Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Giovanni Valle Beacon Trust Associate Wealth Strategist
2 Christopher Shagawat Beacon Trust Vice President, Portfolio Manager
3 Pavel Sokolov Beacon Trust Senior Tax Planner
4 Valerie Murray Beacon Trust President
5 Meaghan Dibiase Beacon Trust Sales And Marketing Analyst
6 Hetal Bhimani Beacon Trust Client Support Specialist
7 Xi Zhao Beacon Trust Tax Analyst
8 Brannon Fisher Massey Quick Simon & Co., Llc Director, Client Advisor
9 Michael Oliveri Massey Quick Simon & Co., Llc Chief Financial Officer At Simon Quick Advisors, Llc
10 Cristina Puleo Massey Quick Simon & Co., Llc Vice President
11 Kylee Scioscia Massey Quick Simon & Co., Llc Vice President, Principal
12 Belinda Bast Massey Quick Simon & Co., Llc Vice President | Senior Accountant Family Office Accounting Services
13 William Keefe Mcrae Capital Management, Inc. Managing Director
14 Matthew Donovan Circle Squared Alternative Investments Senior Research Associate
15 Jessica Feyrer Acertus Capital Management Business Development, Analyst
16 Lisa Levine Sica Wealth Management Compliance Manager
17 Eric Jean Shelter Cove Advisors Technician

Investment Management companies in different cities of New Jersey

No. Industry Number of Contacts Download
1 Investment Management Companies in Princeton 1265
2 Investment Management Companies in Jersey City 920
3 Investment Management Companies in Red Bank 575