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BCM’s National Sales Team

Tod Perry leads our national team of consultants, located across the country, who provide investment support to financial professionals and their clients.

 

Contact an Internal Consultant at (844) 401-7699

Tod Perry 

Managing Director, Sales and Distribution

Read Tod's Bio

Tod joined Beaumont Capital Management (BCM) in 2019 as the Director of National Sales. He is responsible for strategic growth and expanding the reach of BCM’s tactical and quantitative capabilities to advisors and other financial institutions. Tod will oversee the development and training of BCM’s national team of regional consultants to enhance their ability to help and support financial professionals across the country.

Prior to joining BCM, Tod was a Senior Consultant at FUSE Research Network, LLC where he specialized in working with asset managers to identify tactical opportunities and actionable strategies to increase sales. Previously, he spent four years as Senior Vice President of Sales & Capital Markets at Plymouth Industrial REIT, Inc., in addition to prior roles as a Managing Director at Charles Schwab and Director of National Accounts at State Street Global Advisors. Tod has over 20 years of experience in the financial services industry and expertise in assisting investors in selecting and implementing appropriate investment solutions to meet their financial objectives. He is well-versed in investment channels including broker dealers, RIAs, and sub-advisory relationships.

Tod holds a BA in History from the University of North Carolina at Chapel Hill.

Ryan Allessio 

Internal Sales Manager

Read Ryan's Bio

Ryan is the Northcentral Regional Consultant and Internal Sales Desk Manager for Beaumont Capital Management (BCM) and provides consultative investment support to advisors in the region. Drawing on over a decade of financial industry experience working primarily with end investors, Ryan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection. He is also responsible for overseeing all of BCM’s internal consultants to help ensure they are providing superior service and support to all of BCM’s clients and investors.

Prior to joining BCM, Ryan worked at MassMutual for nine years in a variety of consultative and business development roles. Most recently at MassMutual, Ryan worked for the Retirement Services division for the Rollover Sales Team where he educated and provided consultation to 401k plan participants. He is a graduate of Roger Williams University with a B.A. in History. He currently holds the Series 6, 63, and 65 licenses and is an MBA candidate at Grand Canyon University.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Regional Consultant for the following states: ID, MT, WY, ND, SD, and NE.

BCM’s National Sales Team

Tod Perry leads our national team of consultants, located across the country, who provide investment support to financial professionals and their clients.

 

Contact an Internal Consultant at (844) 401-7699

Tod Perry 

Managing Director, Sales and Distribution

Read Tod's Bio

Tod joined Beaumont Capital Management (BCM) in 2019 as the Director of National Sales. He is responsible for strategic growth and expanding the reach of BCM’s tactical and quantitative capabilities to advisors and other financial institutions. Tod will oversee the development and training of BCM’s national team of regional consultants to enhance their ability to help and support financial professionals across the country.

Prior to joining BCM, Tod was a Senior Consultant at FUSE Research Network, LLC where he specialized in working with asset managers to identify tactical opportunities and actionable strategies to increase sales. Previously, he spent four years as Senior Vice President of Sales & Capital Markets at Plymouth Industrial REIT, Inc., in addition to prior roles as a Managing Director at Charles Schwab and Director of National Accounts at State Street Global Advisors. Tod has over 20 years of experience in the financial services industry and expertise in assisting investors in selecting and implementing appropriate investment solutions to meet their financial objectives. He is well-versed in investment channels including broker dealers, RIAs, and sub-advisory relationships.

Tod holds a BA in History from the University of North Carolina at Chapel Hill.

Ryan Allessio 

Internal Sales Manager

Read Ryan's Bio

Ryan is the Northcentral Regional Consultant and Internal Sales Desk Manager for Beaumont Capital Management (BCM) and provides consultative investment support to advisors in the region. Drawing on over a decade of financial industry experience working primarily with end investors, Ryan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection. He is also responsible for overseeing all of BCM’s internal consultants to help ensure they are providing superior service and support to all of BCM’s clients and investors.

Prior to joining BCM, Ryan worked at MassMutual for nine years in a variety of consultative and business development roles. Most recently at MassMutual, Ryan worked for the Retirement Services division for the Rollover Sales Team where he educated and provided consultation to 401k plan participants. He is a graduate of Roger Williams University with a B.A. in History. He currently holds the Series 6, 63, and 65 licenses and is an MBA candidate at Grand Canyon University.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Regional Consultant for the following states: ID, MT, WY, ND, SD, and NE.

BCM’s Regional Consultants

Providing regional support for your investment goals.

Locate your BCM Consultant Team

 

Click on your state to locate your Regional and Internal Consultants. For Puerto Rico, click here. 

Regional Sales Team 11.15.19 Update Placeholder
Regional Sales Team 11.15.19 Update

Pacific Region

Chet Chappell 

Regional Consultant

Read Chet's Bio

Chet is BCM’s Regional Consultant for the Pacific territory and works closely with BCM’s Pacific Internal Consultant Erich Fradenburg to provide consultative investment support to advisors in the region. Drawing on his decades of experience working with advisors primarily in the RIA, independent broker-dealer, and institutional channels and an expertise in the ETF marketplace, Chet seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Chet served as Vice President of ETFs at AllianceBernstein and Columbia Threadneedle Investments where he helped launch each firm’s initial ETF efforts. Chet also previously held the role of Vice President at Charles Schwab Investment Management, where he specialized in mutual fund distribution, relationship management and product development. Chet graduated from Santa Clara University with a degree in Finance and holds an MBA from University of San Francisco. He is based in the San Francisco Bay area.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: CA, OR, WA, NV, AK, and HI.

Erich Fradenburg 

Internal Consultant

Read Erich's Bio

Erich is Beaumont Capital Management’s Internal Consultant for the Pacific territory and works closely with BCM’s Pacific Regional Consultant Chet Chappell to provide consultative investment support to advisors in the region. Drawing on over a decade of experience working with financial professionals and end investors, Erich seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Erich worked for several years at Amundi Pioneer (formerly Pioneer Investments) in a variety of business development roles where he focused primarily on managing home office relationships in the independent and financial planners channels. Most recently, Eric served as an Assistant Vice President at Bank of America – Merrill Edge, where he focused on servicing the investment needs of high net-worth clients by conducting financial wellness reviews and delivering customized solutions to help them meet their financial goals.

Erich graduated from the University at Albany – SUNY with a B.A. in Economics and holds the Series 7 and 66 licenses. He currently resides in Mansfield, MA.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: CA, OR, WA, NV, AK, and HI.

Northcentral Region

Ryan Allessio  

Regional Consultant

Read Ryan's Bio

Ryan is the Northcentral Regional Consultant and Internal Sales Desk Manager for Beaumont Capital Management (BCM) and provides consultative investment support to advisors in the region. Drawing on over a decade of financial industry experience working primarily with end investors, Ryan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection. He is also responsible for overseeing all of BCM’s internal consultants to help ensure they are providing superior service and support to all of BCM’s clients and investors.

Prior to joining BCM, Ryan worked at MassMutual for nine years in a variety of consultative and business development roles. Most recently at MassMutual, Ryan worked for the Retirement Services division for the Rollover Sales Team where he educated and provided consultation to 401k plan participants. He is a graduate of Roger Williams University with a B.A. in History. He currently holds the Series 6, 63, and 65 licenses and is an MBA candidate at Grand Canyon University.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Regional Consultant for the following states: ID, MT, WY, ND, SD, and NE.

Midwest Region

Josh Glazer 

Regional Consultant

Read Josh's Bio

Josh is the Midwest Regional Consultant of Beaumont Capital Management (BCM) and partners closely with BCM’s Midwest Internal Consultant Richard Thompson to provide consultative investment support to advisors in the region. Drawing on his decades of experience working with advisors primarily in the RIA and broker-dealer channels, Josh seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

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.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: IL, IN, MI, WI, MN, IA, MO, OH.

Richard Thompson  

Internal Consultant

Read Richard's Bio

Richard is the Midwest Internal Consultant at Beaumont Capital Management (BCM) and works closely with BCM’s Midwest Regional Consultant Josh Glazer to provide consultative investment support to advisors in the region. Drawing on over twenty-five years of experience working with advisors primarily in the RIA and independent broker-dealer channels, Richard seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Richard held a variety of business development roles at Realty Capital Securities, as well as both Putnam and Pioneer Funds where he developed an expertise in the Separate Account, 401k, and mutual fund marketplaces. Richard graduated from Lake Forest College with a B.S. in History and holds a Series 66 license.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: IL, IN, MI, WI, MN, IA, MO, OH.

Northeast Region

Brandon Anderson  

Regional Consultant

Read Brandon's Bio

Brandon is the Northeast Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s Northeast Internal Consultant Sam Warner to provide consultative investment support to advisors in the region. Drawing on over a decade of experience in the financial industry working primarily with advisors in the broker-dealer and wirehouse channels, Brandon seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Brandon began his career over a decade ago as a Shareholder Correspondent for Pioneer Investments. In his last role there, he had worked up to a Regional Vice President position after serving the financial needs of countless advisors and their clients. His expansive work experience alongside advisors and deep understanding of the industry have given Brandon the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.

Brandon graduated from Suffolk University and holds the Series 65 securities license. He currently resides in Sandwich, MA.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: NY, ME, NH, VT, MA, RI, CT.

Sam Warner  

Internal Consultant

Read Sam's Bio

Sam is the Northeast Internal Consultant for Beaumont Capital Management (BCM) and works closely with BCM’s Northeast Regional Consultant Brandon Anderson to provide consultative investment support to advisors in the region. Drawing on his years of experience working with financial professionals and end investors, Sam seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Sam worked for several years at MassMutual in a variety of business development roles where he primarily focused on Retirement Services. Most recently at MassMutual, Sam worked in the Workplace Solutions division as a Retirement Education Specialist where he fostered relationships with advisors and plan sponsors in the Northeast territory by delivering financial wellness and investment education seminars.

Sam graduated from UMass Dartmouth with a Bachelor’s in Finance and holds the Series 6, 63, and 65 licenses. He currently resides in Quincy, MA.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: NY, ME, NH, VT, MA, RI, CT.

Mid-Atlantic Region

Jim Bulger 

Regional Consultant

Read Jim's Bio

Jim is the Mid-Atlantic Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s Mid-Atlantic Internal Consultant Jake Harvey to provide consultative investment support to advisors in the region. Drawing on over two decades of experience working with advisors and end investors primarily in the broker-dealer and RIA channels, Jim seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

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 business development positions and developing an expertise in managed accounts, portfolio construction, and practice management. 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.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC.

Jake Harvey  

Internal Consultant

Read Jake's Bio

Jake is the Mid-Atlantic Internal Consultant for Beaumont Capital Management (BCM) and works closely with BCM’s Mid-Atlantic Regional Consultant Jim Bulger to provide consultative investment support to advisors in the region. Drawing on his years of experience working with advisors, Jake seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining Beaumont, Jake worked for Fidelity Investments providing consultation on a wide range of Fidelity products, investment perspectives, and financial markets. Prior to Fidelity, he also held investment consultant and business development roles at Natixis Global Asset Management and State Street Corporation. He is a graduate of Colgate University with a B.A. in History and Political Science. Jake currently holds the Series 65 license.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC.

Southeast Region

& Puerto Rico

Dan Dixon 

Regional Consultant

Read Dan's Bio

Dan is the Southeast Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s Southeast Internal Consultant Jared Klapman to provide consultative investment support to advisors in the region. Drawing on his decades of experience working with advisors in the broker-dealer, RIA, and institutional channels, Dan seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Dan founded Trident Distribution Partners, where he engaged with emerging money managers to increase distribution, primarily through platforms providing model delivery. Before founding Trident, Dan held various business development roles at Clark Capital, BNY Mellon, and Natixis Global Asset Management, where he focused primarily on servicing the RIA, broker-dealer, and institutional markets and gained extensive experience working with SMA, UMA, Mutual Fund, and Defined Contribution accounts.

Dan has over three decades of experience in the investment industry, delivering investment expertise through multiple distribution channels. This diverse experience has given Dan the knowledge and professional insight into addressing time, growth and capacity challenges many advisors face.

Dan graduated with a Bachelor of Science degree in Business Administration from Coastal Carolina University. He holds his Series 6, 63, 65 securities licenses.

Our regional consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: FL, GA, SC, TN, AL, MS, KY, AR, and LA.

Jared Klapman 

Internal Consultant

Read Jared's Bio

Jared is the Southeast Internal Consultant for Beaumont Capital Management (BCM) and works closely with BCM’s Southeast Regional Consultant Dan Dixon to provide consultative investment support to advisors in the region. Drawing on his years of experience working with advisors primarily in the RIA, Wirehouse and independent broker-dealer channels, Jared seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth without sacrificing a focus on downside protection.

Prior to joining BCM, Jared worked for Longboard Asset Management providing portfolio construction and practice management support to advisors. Prior to Longboard, he also held client service and business development roles at Amundi Pioneer and State Street Corporation. He graduated cum laude from Suffolk University with a B.S. in Finance, and currently holds the Series 63 and 65 securities licenses. He currently resides in Abington, MA.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: FL, GA, SC, TN, AL, MS, KY, AR, and LA.

Southcentral Region

Greg Ellms 

Internal Consultant

Read Greg's Bio

Greg is the Southcentral Internal Consultant for Beaumont Capital Management (BCM) and works closely with BCM’s internal support team to provide consultative investment support to advisors in the region. Drawing on his decades of experience working directly with end investors, Greg seeks to help advisors add value to their clients and efficiency to their practice through investment management support. He assists with overall asset allocation and portfolio recommendations and helps advisors incorporate BCM’s opportunistic growth strategies that pursue growth while maintaining a focus on downside protection.

Prior to joining BCM, Greg worked for many years at Charles Schwab where he served as a Financial Consultant—focusing on Separately Managed Accounts and ETF Managed Accounts—and regularly delivered educational workshops on topics including retirement planning, wealth management, and investment allocation strategies. Most recently, Greg served as a Relationship Manager at Wellesley Asset Management, a boutique asset manager specializing in convertible bonds.

Greg graduated from UMASS Dartmouth with a Bachelor of Arts B.A. in Political Science and holds the Series 65 license. He currently resides in Wellesley, MA.

Our internal consultants are supported by the BCM investment committee and portfolio management team. The research and investment team employ quantitative, rules-based investment processes designed to provide upside participation while seeking to minimize losses. BCM Internal Consultant for the following states: AZ, CO, KS, NM, OK, TX, and UT. 

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