Joseph F. Healy
Managing Director, Research Director
Beacon Investment Advisory Services

Joseph F. Healy, CFA is Managing Director and Senior Equity Strategies Manager at Beacon Investment Advisory Services, part of Beacon Trust, a full-service wealth management firm headquartered in Morristown, New Jersey with over $4 billion in assets under administration. Mr. Healy has over 25 years of financial industry experience. He is chair of Beacon’s Internal Strategies Team, which oversees the firm’s equity and fixed income strategies. He is responsible for managing and co-managing Beacon’s active equity portfolio strategies (Large-Capitalization Core; Income & Appreciation; and High-Dividend). Mr. Healy has an extensive background in investment leadership, portfolio management, and equity research. Prior to joining Beacon in 2012, he held senior leadership positions at Legg Mason in Baltimore, PNC Advisors in Philadelphia, and Merrill Lynch Investment Managers in Princeton.

Mr. Healy received a bachelor’s degree in business administration from William Paterson University and a master’s degree in finance from Fairleigh Dickinson University. He is also a CFA charterholder. In addition, Mr. Healy is a member of the Global Interdependence Center, CFA Institute, New York Society of Security Analysts, CFA Society of Philadelphia and the Baltimore CFA Society.