BEAUMONT CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Chief Operating Officer
- Partner
- Portfolio Manager
Job Titles:
- Regional Consultant - North
Brandon is a Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM's internal team to provide consultative investment support to advisors. Drawing on over a decade of experience in the financial industry working primarily with advisors in the broker-dealer and wirehouse channels, Brandon seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM's opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.
Brandon began his career over a decade ago as a Shareholder Correspondent for Pioneer Investments. In his last role there, he had worked up to a Regional Vice President position after serving the financial needs of countless advisors and their clients. His expansive work experience alongside advisors and deep understanding of the industry have given Brandon the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.
Brandon graduated from Suffolk University and holds the Series 6, 63 and 66 securities licenses. He currently resides in Sandwich, MA.
As the Director of Marketing, Courtney oversees all marketing activities of the firm and is an integral part of the sales organization. Courtney's responsibilities include brand management, strategic business development, content management, client education, sales support, event management and directing the creation of all online and print marketing communications and sales materials.
Courtney began her career at Athena Capital Advisors after earning a B.S. from Bentley University in Marketing. She held various roles including assisting the Investment Research and Client teams, then transitioned to the marketing team, where she assisted with the development of the firm's marketing, branding and digital content initiatives. Courtney holds the Series 65 securities license.
Job Titles:
- Business Development Opportunities and Institutional Investors
- Head of National Accounts, Regional Consultant - South
- Senior Regional Consultant
Dan is a Senior Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM's internal team to provide consultative investment support to advisors. Drawing on his decades of experience working with advisors in the broker-dealer, RIA, and institutional channels, Dan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM's opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.
Prior to joining BCM, Dan founded Trident Distribution Partners, where he engaged with emerging money managers to increase distribution, primarily through platforms providing model delivery. Before founding Trident, Dan held various business development roles at Clark Capital, BNY Mellon, and Natixis Global Asset Management, where he focused primarily on servicing the RIA, broker-dealer, and institutional markets and gained extensive experience working with SMA, UMA, Mutual Fund, and Defined Contribution accounts.
Dan has over three decades of experience in the investment industry, delivering investment expertise through multiple distribution channels. This diverse experience has given Dan the knowledge and professional insight into addressing time, growth and capacity challenges many advisors face.
Dan graduated with a Bachelor of Science degree in Business Administration from Coastal Carolina University. He holds his Series 6, 63 and 65 securities licenses.
Job Titles:
- Business Consultant
- Member of the Advisory Board
David Driscoll is a Boston based business consultant. He is primarily focused on early stage companies in the financial services, national security and cybersecurity areas. Also, he has been an active real estate investor in numerous properties in Boston and New York. Prior to entering the Consulting world, Mr. Driscoll worked at Merrill Lynch, Cambridge Technology Partners (Acquired by Novell), Breakaway Solutions and Liberty Media Ventures. At these firms, Mr. Driscoll held a variety of finance, corporate development and marketing positions. Mr. Driscoll has assisted in the strategic planning and fundraising efforts of many early stage companies. He is a former Board member of Boost 3 Media, as well as several stealth, early-stage start-ups that spun out of the MIT media lab. He is also an advisor/investor in www.O2X.com, a human performance company started by former United States special operations team members. Additionally, since 2012 he has served as an independent trustee of Direxion Funds, a portfolio of leveraged ETF's and mutual funds. At Direxion, he is a member of the Audit, Nominating, Cybersecurity and Qualified Legal Compliance Committee's. Direxion currently manages approximately $30 billion (USD).
Mr. Driscoll has an BA from Boston College. He enjoys playing golf, coaching his children's sports teams and reading history.
Job Titles:
- Partner, Portfoli O Manager
As a Portfolio Manager for BCM, Denis helps lead the firm's investment activities with a focus on quantitative analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Denis assists in overseeing all business, partnership, and distribution activities of BCM.
He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.
Prior to joining Beaumont, Denis worked for River and Mercantile Solutions and Boston Trust and Investment Management Company. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance.
Gordon Bennett has worked in the financial markets for nearly 40 years. He began his career at Citibank as a Government Bond trader on the Positioning and Arbitrage Desk. He next moved into fixed income portfolio management at BEA Associates. Subsequently he consulted with a New York hedge fund and eventually was a founding partner at Lamarck, Inc. a firm specializing in developing fault tolerant algorithmic software. In the early 2000s, he established the still extant Bennett Financial Advisors serving a select group of clients. In the late aughts, he rejoined Todd Rice-who he had worked with at BEA Associates and Lamarck-and founded Algorithmic Investment Models to focus on developing investment products based on machine learning.
Gordon is a graduate of Harvard College with a degree in East Asian Languages and Civilization. He has a Master's Degree in Economics from New York University and is a Chartered Financial Analyst and a Certified Financial Planner. He currently is President of Congregation Kehillath Israel in Brookline, Massachusetts where he has served on the Board for 10 years.
Job Titles:
- Regional Consultant - West
Jared is a Regional Consultant for Beaumont Capital Management (BCM) and works closely with BCM's internal team to provide consultative investment support to advisors. Drawing on his years of experience working with advisors primarily in the RIA, Wirehouse and independent broker-dealer channels, Jared seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM's opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.
Prior to joining BCM, Jared worked for Longboard Asset Management providing portfolio construction and practice management support to advisors. Prior to Longboard, he also held client service and business development roles at Amundi Pioneer and State Street Corporation. He graduated cum laude from Suffolk University with a B.S. in Finance, and is a CIMA professional. He also holds the Series 6, 63 and 65 securities licenses. He currently resides in Phoenix, AZ.
Job Titles:
- Senior Regional Consultant - Central
Jim is a Senior Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM's internal team to provide consultative investment support to advisors. Drawing on over two decades of experience working with advisors and end investors primarily in the broker-dealer and RIA channels, Jim seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM's opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.
Prior to joining BCM, Jim began his career in financial services in 1995 at Northwestern Mutual where he started as a financial advisor. He then continued to Morgan Stanley, Salomon Brothers, and later Guardian holding various business development positions and developing an expertise in managed accounts, portfolio construction, and practice management. In 2001, while at Fidelity Investments, Jim was promoted to Regional Vice President and in 2010 became the Director of National Sales at FundQuest. Most recently, he was a regional consultant at AssetMark. This diverse experience has given Jim the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.
Jim graduated from the University of Rhode Island with a Bachelor of Arts in Economics and holds the Series 6, 63 and 65 securities licenses.
Job Titles:
- Member of the Advisory Board
Kevin Osborn has been active in the financial services industry for 35 years. He held numerous executive positions at Prudential Investments from 1987 until 2013, when he led the divesture of the Wealth Management Business to Envestnet. Kevin remained with Envestnet until 2019. During his tenure at both organizations, he helped to build and market the wealth management platform to Banks, Broker/Dealers and RIAs. In addition to leading the overall business, his scope of responsibilities included due diligence, investment manager relations, product management, sales and marketing.
In 2017, Kevin assisted in the formation of the Fiduciary Exchange (FidX). FidX, in partnership with Envestnet, has created a fintech platform enabling the wealth management business to seamlessly integrate annuity and investment solutions into a client financial plan and portfolio. Kevin earned his Certified Investment Management Analyst designation from IMCA in 1994. He was a founding member of the Board of Governors of the Money Management Institute and served until 2017. He is a 1985 graduate of Colgate University.
Kevin has been happily married to Chrissie for 30 years. They have 3 grown children (Kendra, Brittany and Bobby, and their son in law Patrick).
Job Titles:
- Senior Director at ACA Foreside
Todd Rice - CEO, Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Managing Partner
- AIM Founder
- Managing Partner and Chief Investment Officer of Algorithmic Investment Models
Todd is the Managing Partner and Chief Investment Officer of Algorithmic Investment Models, LLC (AIM).