Maria Di Zio

Maria Di Zio is a Senior Vice President and Portfolio Manager at Beacon Trust, based in New Providence, NJ, where she is responsible for portfolio restructuring, investment analysis, and the development of asset allocation strategies for trusts and high net worth clients. Working closely with the firm's chief investment officer, she manages portfolios across multiple asset classes, with particular experience in money market fund management, fixed-income trading, credit analysis, and institutional cash management. Her expertise encompasses both individual and institutional portfolios, emphasizing customized investment solutions for affluent clients.

Prior to joining Beacon Trust in 2012, Maria served as Vice President and Portfolio Manager at BNY Mellon Wealth Management for eight years, managing portfolios between $2 million and $20 million for high net worth individuals. Earlier, she gained significant experience at Bank of America, focusing on fixed income and cash management for both institutional and private clients over a ten-year span. Her broad background has equipped her with a deep understanding of multi-asset portfolio construction and risk management, especially within the fixed income and cash markets.

Maria holds a Bachelor's degree in Finance from Rider University and completed advanced trust education at the Central Atlantic School of Trust through the Pennsylvania Bankers Association at Bucknell University. Her nearly three decades of industry experience and commitment to tailored client solutions have made her a respected leader in wealth and portfolio management, particularly in the sectors of trust, high net worth wealth management, and fixed-income asset classes.