Honing a culture of passion, innovation and excitement, Beaumont’s managing partners lead by example.
Read Dave's Bio
Dave is a Managing Partner of the firm and Portfolio Manager of Beaumont Capital Management (BCM). In addition to managing the BCM strategies, his responsibilities include chairing the BCM Investment Committee, strategy creation, thought leadership and ongoing business development.
With three decades of experience, Dave has worked in the financial industry since 1986 and has spent most of his career as an investment advisor. His advisory background has provided him with a unique perspective on managing the BCM Strategies. In 1993, Dave joined his father at H & Co. Financial Services and in October 2000, Dave merged H & Co. into Beaumont Financial Partners (BFP). In 2009, Dave created the BCM division and has been the steward of BCM’s rapid yet purposeful growth.
Outside of the office, Dave has always been active in his community. He has served as Treasurer for several organizations, volunteered six years on the Dover School Committee, including multiple chairmanships, and currently serves as Dover’s Assistant Town Moderator. Dave enjoyed coaching his three boys in just about every sport; he and his wife Kate, along with their sons, are active trap and skeet enthusiasts and registered Therapy Dog handlers. Dave is a graduate of Deerfield Academy and an honors graduate of the University of Vermont.
Read Tom's Bio
Tom is a Managing Partner of Beaumont Financial Partners (BFP) where he leads the wealth management business and supports the management of Beaumont Capital Management (BCM). Tom’s responsibilities include client relationship management, tax and financial planning, endowment consulting and alternative investment sourcing and analysis. Tom is co-chairman of the BFP Investment Committee and contributes to the BCM Investment Committee.
After completing his undergraduate degree at Georgetown University, Tom entered the financial services business in 1986. He later earned an MBA at Babson College, where he also served as a Visiting Lecturer after graduate school. Prior to joining BFP in 1994, Tom held various tax management roles at General Electric Capital Corporation and PriceWaterhouseCoopers LLP. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs.
Tom is active in his community including serving as a board member and Treasurer for the Medfield Youth Soccer and Medfield Youth Basketball organizations. He has also spent many hours coaching all three of his children in various sports. In addition, Tom is a board member for several nonprofit entities and private companies and has particular planning expertise relative to professional athletes.
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