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

Aug 29, 2025

Work Experience

Beacon Trust

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

More profiles to browse

Profile Photo
Adam Hermon
Financial and Investment Strategy Leader
Profile Photo
Maria Di Zio
Portfolio Manager / Vice President
ET
Ed Tokar
Senior Managing Director
EC
Erman Civelek
Senior Vice President, Investment Strategist & Portfolio Manager

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation