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Who's Moving Where In Wealth Management? – Beacon Trust, LPL, Savills
Editorial Staff
10 November 2026
Beacon Trust Harding reports to Anna Vitelli, executive vice president, chief wealth officer of Provident Bank and president of Beacon Trust. Savills LPL Financial Founded by financial advisors Nathan Downs and Cory Thomas, Sound Foundation Wealth Advisors has grown into a nationwide team with its headquarters in Boise, Idaho. The practice also includes wealth advisors Seth Church, Cameron Church, Caleb Whalen, Kason Wedel, Dustin Olson and Cory McLeaf. The team is supported by Jenny Louvier, Stephanie Boetjer, Courtney Garrett, Cathy Nonemaker, Madi Sandvik and Deanna Koehler.
Beacon Trust, a wholly owned subsidiary of Provident Bank, announced today that Tristan Harding has joined the company as managing director, head of relationship management and growth.
With more than two decades of wealth management, business development and relationship management experience, most recently, Harding served as director of sales strategy and execution for PNC Private Bank. Before this, he served as business development director and head of client risk management for PNC Private Bank and Hawthorn Family Office. Harding earned his bachelor of science in international business and management from Dickinson College. He also holds executive education certificates in Artificial Intelligence: Implications for Business Strategy from the Massachusetts Institute of Technology and FinTech from Harvard University, along with FINRA Series 7 and 66 licenses.
Based in Morristown, New Jersey, Beacon Trust is a full-service wealth management firm, which together with Beacon Investment Advisory Services, Inc, has about $4.5 billion in assets under administration.
New York-based Hugh Dixon has been appointed as a consultant to spearhead the growth of Savills Private Office in North America.
Dixon brings more than a decade of experience advising global families and family offices on real estate across the US, the UK and Europe. Most recently, Dixon has independently advised families and family offices on their global real estate strategies.
LPL Financial said financial advisors of Sound Foundation Wealth Advisors have joined its broker-dealer and RIA platforms. The team, which reported serving about $700 million in advisory, brokerage and retirement plan assets, joined from Cambridge Investment Research Advisors.