Dedicated professionals striving to exceed your business needs.

BCM’s National Sales Team

Our Internal Consultants, working together with their Regional Consultants, are located across the country to provide investment and retirement support.

 

Contact our Sales Desk at (844) 401-7699

Locate your BCM Consultant Team

 

Click on your state to locate your Regional and Internal Consultants. For Puerto Rico, click here. 

Regional Sales Team Placeholder
Regional Sales Team

BCM’s Regional Consultants

Providing regional support for your investment goals.

New York & New England

Brandon Anderson  

Regional Consultant

banderson@investBCM.com │ (518) 610-0220

Read Brandon's Bio

Brandon is the New England/New York Regional Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Brandon has been responsible for sales and business development of BCM’s tactical and dynamic strategies. Brandon is responsible for establishing successful relationships with financial advisors in the Northeast territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Brandon has held a varied set of roles within the investment management industry. He began his career eleven years 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, 7, 63 and 66 licenses. He currently resides in Boston, MA.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: NY, ME, NH, VT, MA, RI, CT

Jonathan Dacanay, CRPC®  

Internal Sales Desk Manager & Internal Consultant

jdacanay@investBCM.com │ (781) 400-2866

Read Jonathan's Bio

Jonathan is the Internal Sales Manager and New England/New York Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Jonathan has been responsible for sales and business development of BCM’s tactical and dynamic strategies. Jonathan is responsible for establishing successful relationships with financial advisors in the Northeast territory. While maintaining territory coverage, Jonathan also oversees the internal sales desk. He is tasked with developing objectives & measures for each sales representative, creating a team environment that rewards achievement, developing a close relationship with the field sales organization, instituting & implementing ongoing training, and conducting regular sales meetings to communicate and motivate the ideas of the firm.

Prior to joining BCM, Jonathan was an AVP, Internal Sales Manager for Realty Capital Securities, helping to create and build their Liquid Alternatives Division (an off shoot of their successful non-traded REITS division). Preceding Realty Capital Securities, Jonathan worked as the Western Director of Sales for John Hancock’s 529 Division from 2007-2014 where he worked in tandem with Mutual Funds, Annuities, and Life Insurance Consultants to bring over a billion dollars in 529 assets.

Jonathan has over 14 years of experience in the investment industry, delivering investment expertise through multiple distribution channels (Wires, Independents, and RIA’s). He is a graduate of Bentley University with a Bachelor’s degree in Finance. He currently holds the CRPC designation.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: NY, ME, NH, VT, MA, RI, CT

Mid-Atlantic Region

Jim Bulger 

Regional Consultant

jbulger@investBCM.com │ (201) 953-2045

Read Jim's Bio

Jim is the Mid-Atlantic Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Jim has been responsible for sales and business development of BCM’s tactical strategies. Jim also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Mid-Atlantic territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

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 sales positions. 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 65 license.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC

John McAllen, CRPC®   

Internal Consultant

jmcallen@investBCM.com │ (781) 400-2860

Read John's Bio

John is the Mid-Atlantic Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, John has been responsible for sales and business support of BCM’s tactical and dynamic strategies. John is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Mid-Atlantic territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, John spent 6 years at John Hancock working with investments and retirement plans. John holds the Series 6, 63 and 65 licenses and the Chartered Retirement Planning Counselor (CRPC) designation. He is a 2008 graduate of Rivier University.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC

Southeast Region

& Puerto Rico

Zachary Stout 

Regional Consultant

zstout@investBCM.com │ (407) 473-1591

Read Zach's Bio

Zach is the Southeast Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2017, Zach has been responsible for sales and business development of BCM’s core growth strategies. Zach also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southeast territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Zach was a Regional Consultant for EqisCapital Management and CurianCapital, consulting RIAs and BD advisors on asset allocation, portfolio construction and practice management topics throughout the South East. Preceding CurianCapital, Zach earned several accolades as an internal and hybrid wholesaler for Jackson National.

Zach has over a decade of experience in the investment industry, delivering investment expertise through multiple distribution channels. This diverse experience has given Zach the knowledge and professional insight into addressing time, growth and capacity challenges many advisors face.

Zach graduated with a Bachelor’s degree in Political Science from Colorado State University. He holds his Series 65. Zach is a candidate for the CIMA certification through the Yale School of Management.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: FL, GA, SC, TN, AL, MS, KY

Ryan Allessio  

Internal Consultant

rallessio@investBCM.com │ (781) 400-2864

Read Ryan's Bio

Ryan Allessio is the Southeast Internal Consultant for Beaumont Capital Management, (BCM). He is responsible for identifying prospects, securing meetings, building new relationships and servicing existing advisor relationships within the independent B/D, Registered Investment Advisor (RIA), and institutional advisor segments. In addition to supporting the Southeast Regional Consultant, Ryan assists advisors with asset allocation and investment portfolio recommendations.

Ryan has over a decade of experience in the financial services industry. Prior to joining BCM, he worked at MassMutual for 9 years in a variety of customer service and sales roles. Most recently at MassMutual, Ryan worked for the Retirement Services division for the Rollover Sales Team in Phoenix, Arizona. He is a graduate of Roger Williams University with a Bachelor’s degree in History. He currently holds the Series 6, 63, and 65 licenses and is a MBA candidate at Grand Canyon University.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: FL, GA, SC, TN, AL, MS, KY

Midwest Region

Josh Glazer 

Regional Consultant

jglazer@investBCM.com │ (312) 218-7534

Read Josh's Bio

Josh is the Midwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2012, Josh has been responsible for sales and business development of BCM’s tactical strategies. Josh also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Midwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Josh spent nine years as a regional consultant with Envestnet. In this role, Josh consulted with independent broker dealer advisors and RIAs on asset allocation, portfolio construction and practice management on Envestnet’s fee-based platform. Preceding Envestnet, Josh held internal sales roles at AssetMark and Scudder Investments. This diverse experience has given Josh the knowledge and professional insight into solving time, growth and capacity challenges his advisors face. Josh has over 17 years in the investment industry. He is a graduate of the University of Hartford and currently holds his Series 65 and the Life Insurance license.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: IL, IN, MI, WI, MN, IA, MO, OH

Richard Thompson  

Internal Consultant

rthompson@investBCM.com │ (781) 400-2862

Read Richard's Bio

Richard is the Midwest Internal Consultant at Beaumont Capital Management (BCM). Richard joined BCM in 2014 and is responsible for sales and business support of BCM’s tactical strategies. Richard works with and supports Josh Glazer, the Regional Consultant, to develop ongoing relationships and sales throughout the Midwest.

Richard has worked in the industry for many years as a broker and in the mutual fund industry. Prior to joining BCM, he worked at both Putnam and Pioneer Funds. Richard graduated from Lake Forest College and holds a Series 66 license.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: IL, IN, MI, WI, MN, IA, MO, OH

Southcentral Region

Wes Taylor 

Regional Consultant

wtaylor@investBCM.com │ (214) 205-5980

Read Wes's Bio

Wes is the Southcentral Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Wes has been responsible for sales and business development of BCM’s tactical strategies. Wes is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southcentral territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Wes started his career in financial services in 2002 and has held several sales positions with companies such as Brinker Capital, BlackRock, MFS Investment Management and AssetMark. Wes has worked for both third party asset management platforms (TAMPs) and mutual fund management companies giving him a unique perspective on how advisors structure their businesses differently and uniquely. Wes graduated from Baylor University, the Hankamer School of Business, with a BBA in Management. He currently holds the Series 65 license.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: TX, LA, AR, OK, NM, CO

Christopher Indrisano  

Internal Consultant

cindrisano@investBCM.com │ (781) 400-2867

Read Christopher's Bio

Christopher is the Southcentral Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2018, Christopher has been responsible for sales and business support of BCM’s tactical and dynamic strategies. Christopher is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southcentral territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Christopher spent 4 years at John Hancock working with investments and retirement plans. Prior to that Christopher spent time at Putnam Investments and Bank of New York Mellon. Christopher holds the Series 7, 63 and 65 licenses. He is a 2013 graduate of Merrimack College.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: TX, CO, OK, LA, AR, and NM

Northwest Region

David Waluk 

Regional Consultant

dwaluk@investBCM.com │ (415) 250-9372

Read David's Bio

Dave is the Pacific Northwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2016, Dave has been responsible for sales and business development of BCM’s tactical strategies. Dave is also responsible for establishing successful relationships with financial advisors and product managers in the Pacific Northwest territory, as well as assisting other advisors with overall asset allocation and investment portfolio recommendations.

Dave has been in the financial services industry since 2000 and has experience in wealth management channels, capital markets, financial technology and boutique asset management firms. From 2000 through 2012 Dave was the CMO and Senior Managing Director at BondDesk Group LLC​, where he led the retail fixed income trading platform in the U.S. More recently, he worked with the iShares Connect Group at BlackRock, providing consulting services and support to 3rd party ETF investment strategists.

Dave holds an MBA from the University of Michigan (Ann Arbor, MI), and two undergraduate degrees in Commerce and Psychology from the University of Windsor (Windsor, Ontario). He is based in Mill Valley, CA in the San Francisco Bay area. Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (North of Fresno)

Jake Harvey  

Internal Consultant

jharvey@investBCM.com │ (781) 400-2842

Read Jake's Bio

Jake is the Northwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2018, Jake has been responsible for sales and business support of BCM’s tactical and dynamic strategies.

Prior to joining Beaumont, Jake worked for Natixis Global Asset Management. He is a graduate of Colgate University with a B.A. in History and Political Science.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (Fresno and points North)

Southwest Region

Virgil Wimberly 

Regional Consultant

vwimberly@investBCM.com │ (630) 926-9500

Read Virgil's Bio

Virgil is the Southwest Regional Consultant for Beaumont Capital Management (BCM). Since joining the firm, Virgil has been responsible for sales and business development of BCM’s tactical and dynamic strategies. Virgil is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Virgil has had varying roles at companies within the financial services industry. He began his career in 2003 as a Banker at US Bank, and moved onto Financial and Investment Advisor roles at firms such as Merrill Lynch and Wells Fargo. Prior to joining BCM, he had worked at Financial Engines since 2009 as the Regional Sales Manager, and then was most recently promoted to Account Manager for some of their largest institutional relationships. This wide-ranging knowledge and skill set has helped Virgil lead financial advisors to manage and help protect clients’ financial futures with noteworthy experience in the Retirement space. Virgil holds the Series 66 license and resides in Phoenix, AZ with his wife and two daughters.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

Mark Nalbandian  

Internal Consultant

mnalbandian@investBCM.com │ (781) 400-2871

Read Mark's Bio

Mark is the Southwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Mark has been responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Mark has been in the financial industry for over 12 years and has built and fostered relationships with advisors, especially in the retirement space. Prior to joining BCM, Mark worked as a wholesaler for both Pioneer Investments and Retail Capital Securities. He also worked at John Hancock Investment for nearly a decade, honing his experience within the Defined Contribution Investment Only (DCIO) space. Mark holds the Series 6, 63 licenses and graduated from University of Massachusetts Boston in 2005 with a Bachelor’s degree in Finance.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

California

 

Northern California – Fresno and North

David Waluk 

Regional Consultant

dwaluk@investBCM.com │ (415) 250-9372

Read David's Bio

Dave is the Pacific Northwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2016, Dave has been responsible for sales and business development of BCM’s tactical strategies. Dave is also responsible for establishing successful relationships with financial advisors and product managers in the Pacific Northwest territory, as well as assisting other advisors with overall asset allocation and investment portfolio recommendations.

Dave has been in the financial services industry since 2000 and has experience in wealth management channels, capital markets, financial technology and boutique asset management firms. From 2000 through 2012 Dave was the CMO and Senior Managing Director at BondDesk Group LLC​, where he led the retail fixed income trading platform in the U.S. More recently, he worked with the iShares Connect Group at BlackRock, providing consulting services and support to 3rd party ETF investment strategists.

Dave holds an MBA from the University of Michigan (Ann Arbor, MI), and two undergraduate degrees in Commerce and Psychology from the University of Windsor (Windsor, Ontario). He is based in Mill Valley, CA in the San Francisco Bay area. Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (North of Fresno)

Jake Harvey  

Internal Consultant

jharvey@investBCM.com   (781) 400-2842

Read Jake's Bio

Jake is the Northwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2018, Jake has been responsible for sales and business support of BCM’s tactical and dynamic strategies.

Prior to joining Beaumont, Jake worked for Natixis Global Asset Management. He is a graduate of Colgate University with a B.A. in History and Political Science.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (Fresno and points North)

Southern California – South of Fresno

Virgil Wimberly 

Regional Consultant

vwimberly@investBCM.com │ (630) 926-9500

Read Virgil's Bio

Virgil is the Southwest Regional Consultant for Beaumont Capital Management (BCM). Since joining the firm, Virgil has been responsible for sales and business development of BCM’s tactical and dynamic strategies. Virgil is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.   Prior to joining BCM, Virgil has had varying roles at companies within the financial services industry. He began his career in 2003 as a Banker at US Bank, and moved onto Financial and Investment Advisor roles at firms such as Merrill Lynch and Wells Fargo. Prior to joining BCM, he had worked at Financial Engines since 2009 as the Regional Sales Manager, and then was most recently promoted to Account Manager for some of their largest institutional relationships. This wide-ranging knowledge and skillset has helped Virgil lead financial advisors to manage and help protect clients’ financial futures with noteworthy experience in the Retirement space.   Virgil holds the Series 66 license and resides in Phoenix, AZ with his wife and two daughters.   Our regional consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

Mark Nalbandian  

Internal Consultant

mnalbandian@investBCM.com │ (781) 400-2871

Read Mark's Bio

Mark is the Southwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Mark has been responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Mark has been in the financial industry for over 12 years and has built and fostered relationships with advisors, especially in the retirement space. Prior to joining BCM, Mark worked as a wholesaler for both Pioneer Investments and Retail Capital Securities. He also worked at John Hancock Investment for nearly a decade, honing his experience within the Defined Contribution Investment Only (DCIO) space. Mark holds the Series 6, 63 licenses and graduated from University of Massachusetts Boston in 2005 with a Bachelor’s degree in Finance.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

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