Roanoke, Virginia – September 1, 2017 – Hillary Sunderland joined the Beacon Wealth Consultants, Inc. team as Chief Investment Officer in our State College, PA office on September 1, 2017.
In her role as Chief Investment Officer, Hillary Sunderland, a Chartered Financial Analyst (CFA), will take over portfolio management duties for Beacon Wealth Consultants’ Lightpoint Portfolio Solutions™ and assume leadership of the firm’s Investment Committee. Additionally, she will bring her many years of experience to develop new investment strategies for the firm. We are excited to welcome Hillary to our leadership team as Beacon Wealth Consult ants, Inc. continues to grow our leadership position in the Biblically Responsible Investing movement nationwide.
Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts degree in economics and earned the Chartered Financial Analyst® designation in 2009. Shortly after graduating from college, she was deeply impacted through studying what God’s word says about handling money and saw the need to take the message of stewardship, financial literacy and responsible investing to others. Hillary has co-led numerous small group studies focused on biblical financial principles and most recently was the co-founder of a firm focused on BRI.
Prior to joining Beacon Wealth Consultants, Inc. and co-founding a BRI firm, she served as Chief Investment Officer at a federally Registered Investment Advisor with over $1 billion in assets under management. She has served as a portfolio manager covering the construction of faith-based and socially responsible investment portfolios, taxable and municipal bond ladders and managed client accounts at another nationally-recognized firm. These skills, coupled with her passion for biblically responsible investing, have equipped her for her present role of leading the investment strategies of Beacon Wealth Consultants and giving investors a louder voice in the marketplace as they align their investments with their values.