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.
Mike Holt
Managing Director, Wealth Strategist
Beacon Trust
United States, New Jersey, Morristown
About Me
Profile Information
Managing Director, Wealth Strategist
Beacon Trust
Investment Team,Operations Team
Investor
Multi-Family Office
Morristown
New Jersey
United States
Aug 29, 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
JF
Jessica Feyrer
Portfolio Manager Assistant & Business Development - Analyst
Diane Allard
Vice President, Portfolio Manager
AS
Alan Segars
Chief Investment Officer
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation