December 17, 2014 – Beaumont Capital Management (BCM), provider of quantitative, ETF-based investment portfolios, has announced the hire of Robert Peatman as Director of National Sales. The firm is also planning additional expansion of the sales team in the near future. This supports BCM’s further growth in assets under management, following the recent launch of new strategies on key platforms including AssetMark, Envestnet, Mid-Atlantic Trust Company and Argentus, and the establishment of partnerships with key broker dealers.
Mr. Peatman will oversee the development of the sales infrastructure at BCM including further expansion, training and ongoing management of BCM’s sales force.
David Haviland, Managing Partner at Beaumont Capital Management said, “Bob brings the right mix of experience to expand and manage our sales team. He will lead the team in carrying out the crucial task of educating advisors about our new and existing offerings in the market.”
Mr. Peatman’s 20-year career in financial services includes working with broker dealers, registered investment advisors, insurance companies and bank trusts. Before joining BCM, he was a partner at Weston Capital Partners, LLC where he specialized in connecting financial advisors to boutique asset management firms. Previously, he spent 13 years at FundQuest Inc., an industry-leading asset management platform, where he served as Managing Director of National Sales. Mr. Peatman holds an MBA from Babson College and a BA in Economics from St. Lawrence University.
About Beaumont Capital Management
Beaumont Capital Management (BCM) seeks to help investors participate in bull markets while protecting against large bear market losses. BCM is committed to providing objective, rules-based investment strategies in a clear, straightforward manner. Offering a wide range of investment solutions to advisors, institutional investors and retirement plan providers, clients can opt for diversified, packaged solutions or discrete tools to complement core holdings; and can select the degree of quantitative exposure they prefer, from purely quantitative strategies to portfolios that combine quantitative and fundamental approaches. The BCM Sector and Decathlon strategies invest solely through long-only ETFs, to provide greater transparency of investors’ underlying holdings while minimizing costs. Whichever solution investors choose, BCM can help them take advantage of the market’s potential for compound growth. BCM is a separate division of Beaumont Financial Partners, which traces its history to 1981. Beaumont as a firm has ~$2.37 billion in assets under management as of 9/30/14.
Media contact:
Courtney Bartlett
Marketing Manager, Beaumont Capital Management
T 888.777.0535
cbartlett@investBCM.com
Copyright © 2014 Beaumont Financial Partners, LLC. All rights reserved.
The Beaumont Capital Management investment strategies are not appropriate for everyone. Due to the periodic rebalancing nature of our strategies, they are not appropriate for those investors who need or desire monthly or quarterly withdrawals or who wish to make periodic deposits.
“AssetMarkSM” is a registered trademark of AssetMark, Inc. “Envestnet®” is a registered trademark of Envestnet, Inc.
For additional information about Beaumont Capital Management or any of our strategies please contact us as at (844) 401-7699, salessupport@investbcm.com or visit investBCM.com.