BEACON INVESTMENT MANAGEMENT - Key Persons
Brian McCall joined Beacon Investment Management in 2005. Brian's investment career began in 1985 at Dean Witter. As an assistant vice president, he was responsible for working with individual investors and for coordinating distributions of initial public stock offerings. He formed a professional partnership with Scott Smith, which continues today at Beacon Investment Management.
Brian has held the position of vice president at Legg Mason, Century Bank and Trust, Fleet Bank, and the Private Wealth Management Division at Bank of America. His professional recognitions include the Alliance Bernstein Elite Advisors Club and the Putnam Investments Golden Scale Council.
Brian holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network, is licensed in all areas of insurance, and concentrates his expertise in the areas of risk management, wealth transfer, and insurance. Brian is a Registered Representative of Commonwealth Financial Network. He graduated from Northeastern University in Boston with a major in finance and insurance.
Brian McKenney's experience includes more than 25 years in the investment industry. He served as a vice president at two of the nation's largest investment companies, where his responsibilities included brokering transactions in common stocks, controlled and restricted securities, convertible bonds, US Treasury and US Agency bonds, corporate bonds, mortgage-backed bonds, municipal bonds, mutual funds, insurance, and annuities.
In 1994, Brian founded The McKenney Company, an SEC-registered investment advisory firm. The firm expanded in 1999 to become Beacon Investment Management LLC.
Brian has received numerous industry recognitions, including membership in Goldman Sachs Funds Blue Chip Council, Putnam Investments Golden Scale Council Board of Governors, American Funds All American Team, Eaton Vance Leaders Club, Smith Barney Regional Directors Club, Kidder Peabody Annuity Roundtable, and Keystone Provident Leaders Club.
Brian was the leading individual broker for the initial public stock offering of Genzyme Corporation, one of the nation's most successful biotechnology companies. In addition to investment brokerage, Brian, a graduate of University of Massachusetts-Amherst, has managed the sale of private businesses and has assisted clients in raising private capital. Brian is a Registered Representative of Commonwealth Financial Network®.
Ken joined Beacon Investment Management in 2005. Ken's investment career began as an investment analyst with Bank of America. He joined Kidder Peabody and became a mortgage trader, head of mortgage sales, and a member of its credit committee. He joined E.F. Hutton as head of New England institutional, government, and mortgage sales and served on their chairman's council. He joined several Wall Street firms, serving as their head of institutional sales in Boston. He also served on various credit committees, chairman's committees, and capital advisory committees.
Ken was most recently a senior vice president and branch manager of institutional sales at Raymond James & Co. in Boston. He was responsible for institutional sales to major insurance companies, banks, investment advisors, and government agencies throughout the United States.
Ken is noted for his early work in options strategies, mortgage-derivative pricing models, and risk-pricing analysis. Ken is a Registered Representative of Commonwealth Financial Network. Ken graduated from Babson College and earned an MBA from Suffolk University in Boston.
Scott Smith joined Beacon Investment Management in 2005. Scott's investment career began in 1986 at Dean Witter, where he became an assistant vice president. He began a professional partnership with Brian McCall, which continues today at Beacon Investment Management.
Scott has held the position of vice president at Legg Mason, Century Bank and Trust, Fleet Bank, and the Private Wealth Management Division at Bank of America. His professional recognitions include the Alliance Bernstein Elite Advisors Club and the Putnam Investments Golden Scale Council.
Scott holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network and is licensed in all areas of insurance. Scott has also earned the professional AIF® (Accredited Investment Fiduciary) designation. He concentrates his expertise in the areas of risk management, wealth transfer, and insurance. Scott is a Registered Representative of Commonwealth Financial Network. He is a graduate of Wilfrid Laurier University in Waterloo, Canada, having majored in economics and finance.