American asset manager BAM Advisor Services has introduced a new independent registered investment advisory firm Beacon Hill Private Wealth (BHPW) in Summit, New Jersey.
Led by former Merrill Lynch and Morgan Stanley executive Tomas Geoghegan, the new independent advisor will provide wealth management, retirement planning and evidence-based investing.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
At Merrill Lynch and Morgan Stanley, Geoghegan was responsible for providing solutions to meet the needs of HNW customers.
He has more than 20 years of experience as a wealth management and private banking executive with leadership positions in strategy, client experience and the development and deployment of investment management and banking products.
BAM Advisor Services CEO Adam Birenbaum said: "Tom's years of experience in the wirehouses has given him a unique view of the set of solutions and capabilities that will best meet the needs of discerning clients. We are proud he chose BAM and an evidence-based investment approach, and look forward to supporting him as he develops client relationships and grows Beacon Hill Private Wealth."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
