Business
Beacon Financial is the holding company for Beacon Bank & Trust and Clarendon Private, offering banking and wealth-management services across New England and New York.
Beacon Financial grew net income, dividends, and equity, reduced debt, and had a cluster-buy insider signal.
The read at a glance✓ Audited against SEC data
- Business mix — New England and New York bankNote
- Income — Net income rose 31.4%OK
- Fee rows — Tagged fee row rose 81.1%OK
- Capital — Dividends rose 31.3%OK
- Balance sheet — Debt fell and equity doubledOK
- Insiders — 4 purchases / 2 salesOK
- Accounting — Altman-Z, Beneish-M, and earnings-quality unavailableNote
Where the revenue comes from
Fiscal 2025, as Beacon Financial Corp reports it. History and quarterly detail are in the app.
- Deposit fees$19.7M
- Wealth management fees$9.7M
- Interchange income$5.0M
- Loan fees$4.1M
Leadership changes
From Beacon Financial Corp's own filings, the day they're filed.
- Brett Brbovic · President · appointmenteff. 2024-06-14
- R. David Rosato · Chief Financial Officer · departureeff. 2024-06-14
- Mary Anne Callahan · Directors · appointmenteff. 2023-09-13
Latest filings
- 8-K · Company announcement2026-08-20
- 8-K · Company announcement2026-08-13
- 10-Q · Quarterly report2026-08-07
- 8-K · Company announcement2026-08-03
- 8-K · Company announcement2026-07-29
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- Main tension🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Beacon Financial Corp, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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