CoverProfile

Mike Holt

Managing Director, Wealth Strategist

Beacon Trust

United States, New Jersey, Morristown

About Me

Prior to joining Beacon Trust, Mr. Holt served as Senior Vice President, Wealth Advisor for The MDE Group. Mr. Holt joined The MDE Group in 1994 from Mahoney Cohen & Co. where, as tax manager, he specialized in personal income tax and financial planning services for high net worth individuals. Prior to that, he was a senior financial counselor at Clarfeld & Company specializing in counseling senior corporate executives. Mike spent the first nine years of his career with Deloitte & Touche. Initially, he audited brokerage firms in New York. He later moved for the firm to Saudi Arabia where he developed a specialization in individual tax planning for executives working overseas.

View more

Profile Information

Managing Director, Wealth Strategist

Beacon Trust

Investment Team, Operations Team

Investor

Multi-Family Office

Morristown

New Jersey

United States

Feb 22, 2025

Work Experience

Beacon Trust

Managing Director, Wealth Strategist
Apr 2015 - Present
Email: mholt@beacontrust.com

More profiles to browse

ET
Ed Tokar
Senior Managing Director
AH
Adam Hermon
Head of Financial and Investment Strategy
VM
Valerie Murray
President
Profile Photo
John Longo
Chief Investment Officer and Portfolio Manager

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors