Independent thinking, collaborative analysis and sophisticated results. 

Portfolio Management and Research

 

Brendan Ryan, CFA 

Partner, Portfolio Manager
Beaumont Capital Management

Denis Rezendes, CFA

Partner, Portfolio Manager
Beaumont Capital Management

Todd Rice

Managing Partner, Chief Investment Officer
Algorithmic Investment Models

Andrew Rice

Partner, Portfolio Manager and Chief Operating Officer
Algorithmic Investment Models
Brendan's Bio

As a Portfolio Manager for BCM, Brendan helps lead the firm’s investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, 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 BCM full-time, Brendan worked in Beaumont Financial Partners’ wealth management division, where he focused primarily on fundamental equity research. Prior to joining Beaumont, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.

Denis' Bio

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.

Todd's Bio

Todd is the Managing Partner and Chief Investment Officer of Algorithmic Investment Models, LLC (AIM).

Todd has designed billion-dollar institutional products for major Wall Street firms, worked as an equity portfolio manager and has run a hedge fund. He holds a degree in mathematics from the University of Chicago and a Masters of Public Policy from the Kennedy School at Harvard University.

In 1990 Todd left Salomon Brothers and joined BEA Associates, which was in the process of creating a quantitative equity analysis group. Todd worked directly with Bill Priest (currently CEO of Epoch Investment Partners) and developed a structured equity product, managed a convertible bond portfolio and invested the firm’s hedge fund, overseeing more than $1 billion in assets by the time he departed in 1997. Between 1998 and 2014 Todd worked to develop and refine the models that became the foundation for BCM’s Decathlon strategies.

In 2012, Todd launched AIM to design machine-learning based financial products and develop proprietary data mining software that enables rapid customization and performance analysis. He is also the majority owner of Algorithmic Research and Trading (ART), a newly formed holding company that owns both AIM and BCM and is also a member of the investment committee for the Decathlon strategies.

Andrew's Bio

In addition to overseeing firm operations, Andrew is one of the lead programmers and researchers for the company’s proprietary investment systems. He is also a member of the investment committee for the Decathlon strategies.

Andrew joined AIM in 2016 and has built the firm’s proprietary graphical analysis software and manages research efforts into new model factors and deep learning approaches. He is also a managing partner of Algorithmic Research and Trading, a newly formed holding company that owns both AIM and BCM.

Andrew spent the prior 10 years of his career as a quantitative analyst focused on public policy in Chicago. He designed and managed databases, led research projects, and managed strategic planning initiatives for city departments and large non-profit organizations. In addition, he co-founded a consulting business that provides data management, research, and strategic planning services to non-profit organizations.

Andrew has a bachelor’s degree in English Literature from Emory University and a Masters in Public Policy from the University of Chicago.

Todd and Andrew are not employees of Beaumont, but are principals of Algorithmic Investment Models, LLC (AIM), and owners of Algorithmic Research + Trading (ART). BCM was acquired by AIM in January 2022. Both BCM and AIM continue to operate as separate and distinct entities under the newly formed holding company, Algorithmic Research + Trading LLC (ART).

Operations, Marketing and Compliance

 

Kaitlyn Kenney, MBA 

Director of Operations and Trading

Courtney Doyle

Director of Marketing

ACA Foreside

Outsourced Compliance Services

Kaitlyn's Bio

As the Director of Operations and Trading, Kaitlyn oversees all operational and trading activities of the firm and serves on the BCM Investment Committee. Her primary responsibilities include trading of the BCM strategies, fostering relationships with our key trading and platform partners, as well as managing and analyzing performance and asset data.

Kaitlyn also manages all platform information and key industry databases, is responsible for all account opening and closing processes, and helps manage BCM’s accounting and finance functions.

Kaitlyn graduated from Bryant University with a B.S. in Business Management and an MBA in Global Finance.

Courtney's Bio

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.

ACA Foreside Info

Beaumont Capital Management outsources its primary compliance functions to ACA Foreside. Raul Villegas, Senior Director at ACA Foreside, serves as BCM’s Chief Compliance officer and manages the compliance program. If you need to speak with a compliance representative, please contact compliance@investbcm.com or call (888) 777-0535.

Advisory Board

 

Gordon Bennett, CFA, CFP® 

Advisory Board Member

Kevin Osborn

Advisory Board Member

Dave Driscoll

Advisory Board Member

Gordon's Bio

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.

Kevin's Bio

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).

Dave's Bio

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.

How to access BCM’s strategies:

We are available through many TAMPs, hundreds of broker dealers and RIAs and directly through custodians. With a little bit of information, we can help guide you in the right direction.

Fill out this quick form to start a conversation about accessing our strategies in a way that works best for your clients and your business model.

Or call our consultants at (844) 401-7699.



-->