Dedicated professionals striving to exceed your business needs.

Build Relationships

Form long lasting, trusting relationships to help build your business and ongoing professional network.

Timely Support

Become educated on growth strategies that can help your clients avoid large, bear market losses in their portfolios.

Provide Insights

Help assist clients with overall portfolio construction, asset allocation while providing insights and research.

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

BCM’s Regional Consultants

Providing regional support for your investment goals.

Locate Your BCM Consultant

Rick Darr 

New England, OH and KY

rdarr@investBCM.com
(617) 874-7060

Read Rick's Bio

Rick is the Ohio and Southern New England Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Rick’s current responsibilities include business development and relationship management for BCM’s retirement strategies, working closely with financial advisors within the bank trusts, independent, and insurance broker dealer channels.

Prior to joining BCM, Rick held various sales positions working primarily with annuities and mutual fund vehicles. He began his career as a mutual fund account controller at State Street Corporation, transferred to SunLifeFinancial and later joined Guardian Investors as an internal wholesaler. He then spent eight years at FundQuest becoming a regional vice president and most recently, four years at AssetMarkas a leading senior regional consultant. With a strong history of helping advisors solve time, growth, and capacity challenges, Rick has become well versed in portfolio construction utilizing multiple asset allocation approaches. He is a now adept in helping advisors transition from commissions to fee-based portfolios.

Rick graduated from Roger Williams University, with a B.S. in Accounting and minor in Finance. He holds the Series 65 license. He currently resides in Massachusetts with his family and enjoys boating.

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: ME, NH, VT, MA, RI, CT, OH, KY

Brandon Anderson 

New York

banderson@investBCM.com
(781) 400-2867

Read Brandon's Bio

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

Prior to joining BCM, Brandon began his career in financial services in 2007 at Pioneer Investments where he started as a shareholder correspondent. He remained at Pioneer for over 10 years and held various positions, working his way to Regional Vice President. This extensive experience working with advisors and understanding investment has given Brandon the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.

Brandon graduated from Suffolk University with a Bachelor of Science in Political Science 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

Jim Bulger 

Mid-Atlantic Region

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. He currently resides in Wayne, New Jersey with his wife Lindsey and two sons, Jack and Samuel.

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

Zachary Stout 

Southeast Region

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 RIAsand 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

Josh Glazer 

Midwest Region

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. He currently resides in Chicago, Illinois with his wife and two children. 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.

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, KS, NE, SD, ND

Wes Taylor 

Southwest Region

wtaylor@investBCM.com
(214) 205-5980

Read Wes's Bio

Wes is the Southwest 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 Southwest 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

David Waluk 

Pacific West Region

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 is 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 lead 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, CA (north of Fresno)

Virgil Wimberly 

Southwest Region

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) 

BCM’s Internal Consultants, supporting our Regional Consultants

Our Internal Consultants work closely with the Regional Consultants to provide timely support to advisors, retirement and other  investment clients.

Locate Your BCM Consultant

Jonathan Dacanay  

Internal Sales Manager; Internal Consultant for New England, OH, KY; Southcentral Regions

T:   (781) 400-2866
E:   jdacanay@investBCM.com

John McAllen, CRPC®  

Mid-Atlantic Region

T:   (781) 400-2860
E:   jmcallen@investBCM.com

Ryan Allessio   

Southeast Region

T:   (781) 400-2864
E:   rallessio@investBCM.com

Richard Thompson  

Midwest Region

 

T:   (781) 400-2862
E:   rthompson@investbcm.com

Mark Nalbandian  

Northwest and Southwest Regions

 

T:   (781) 400-2871
E:   mnalbandian@investbcm.com

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