Independent thinking, collaborative analysis and sophisticated results.
Internally monitor daily activity and economic factors impacting global markets and the BCM strategies.
Providing insights and analysis of market trends, delivering thought leadership across all business channels.
Pursuing ongoing improvements to current strategies and leveraging market activity for future opportunities.
BCM Portfolio Management & Research Team
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. On December 31, 2019, Beaumont Capital Management (BCM) spun off from BFP to become a standalone Registered Investment Advisor under Dave’s leadership.
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 Denis' Bio
Denis’ primary role is Assistant Portfolio Manager for BCM with a focus on quantitative analysis. He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies, operational support and special projects as needed. He currently holds the Series 65 securities license and is a CFA® Charterholder.
Prior to joining Beaumont, Denis worked for P-Solve 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.
Read Brendan's Bio
Brendan’s primary role is Assistant Portfolio Manager for BCM strategies with a focus on fundamental analysis. He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies, operational support and special projects as needed. He currently holds the Series 65 securities license and is a CFA® Charterholder.
Prior to joining BCM full-time, Brendan also worked in the firm’s wealth management division, where he focused primarily on fundamental equity research. Prior to joining the firm, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.
Third Party Independent Research
Todd M. Rice
Director of Quantitative Research, Algorithmic Investment Models, LLC
Read Todd's Bio
Todd is Co-Director of Quantitative Research at Algorithmic Investment Models, LLC (AIM), an independent provider of research to Beaumont. AIM develops and maintains quantitative models that are licensed and used by BCM.
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.
Data Scientist, Algorithmic Investment Models, LLC
Read Andrew's Bio
Andrew is a Data Scientist at Algorithmic Investment Models, LLC (AIM). He is leading the firm’s research and development on graphical and sentiment analysis. He is proficient in C#, SQL and R languages.
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. 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), an independent research organization. AIM is a joint venture between Beaumont Financial Partners, LLC and the principals.
From the Desk of the Portfolio Manager
One of our core values is that our clients come first. We understand that people invest to improve and secure their futures, and we always strive to provide financial and emotional sustainability for our clients. When market conditions change or extenuating circumstances arise, we issue memos From the Desk of the Portfolio Manager (PM) to educate our clients, address concerns, and to ensure complete transparency.
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