Independent thinking, collaborative analysis and sophisticated results. 

BCM Portfolio Management

Brendan D. Ryan, CFA®  

Partner, Portfolio Manager
Read 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 J. Rezendes, CFA®   

Partner, Portfolio Manager
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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.

Algorithmic Investment Models (AIM)

Todd M. Rice

Managing Partner, Chief Investment Officer

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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 Rice

Partner, Portfolio Manager and Chief Operating Officer

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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 and 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 and Trading LLC (ART).

Operations, Marketing and Compliance

Kaitlyn M. Kenney, MBA  

Director of Operations & Trading

Read 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 A. Doyle  

Director of Marketing

Read 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.

 

Compliance Program

Raul Villegas, Senior Director at Foreside Management Group, 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.

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.



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