Lisa Goldenberg

Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness.

Clear Asset Management (Clear AM) is a quantitative equity money manager and buy side research firm. The firm manages one international and three core equity styles: mid-cap growth and large-cap growth and value. Clear AM's objective is to help investors pursue their investment goals while avoiding bias and conflicts of interest. Clear AM offers their products and services to institutions, financial intermediaries and individual investors. Clear Asset Management utilizes custom-designed computer programs based on their proprietary algorithms to screen, evaluate, rank and weight stocks based on fundamentals, without human bias, emotion or conflicts of interest to create highly focused equity portfolios.