Dedicated professionals striving to exceed your business needs.

Tod Perry 

Director of National Sales

tperry@investBCM.com │ (781) 400-2840

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.

BCM’s National Sales Team

BCM’s Director of Sales, Tod Perry, leads our national team of consultants, located across the country to provide investment and retirement support to financial professionals and their clients.

 

Contact an Internal Consultant at (844) 401-7699

Locate your BCM Consultant Team

 

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

Regional Sales Team Placeholder
Regional Sales Team

BCM’s Regional Consultants

Providing regional support for your investment goals.

Northeast Region

Brandon Anderson  

Regional Consultant

banderson@investBCM.com │ (518) 610-0220

Read Brandon's Bio

Brandon is the Northeast Regional Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Brandon has been responsible for sales and business development of BCM’s tactical and dynamic strategies. Brandon is responsible for establishing successful relationships with financial advisors in the Northeast territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Brandon has held a varied set of roles within the investment management industry. He began his career eleven years 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 6, 7, 63 and 66 licenses. He currently resides in Boston, MA.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process 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

swarner@investBCM.com │ (781) 400-2866

Read Sam's Bio

Sam is the Northeast Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm, Sam has been responsible for supporting sales sales and business development of BCM’s tactical and dynamic strategies. Sam is also responsible for establishing successful relationships with financial advisors in the Northeast territory and servicing existing clients. 

Prior to joining BCM, Sam worked for several years at MassMutual in a variety of customer service and sales roles mostly focused in Retirement Services. Most recently at MassMutual, Sam worked in the Workplace Solutions division as a Retirement Education Specialist. There 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 and 63 licenses. He currently resides in Quincy, MA.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employ a quantitative, rules-based investment process 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

jbulger@investBCM.com │ (201) 953-2045

Read Jim's Bio

Jim is the Mid-Atlantic Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Jim has been responsible for sales and business development of BCM’s tactical strategies. Jim also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Mid-Atlantic territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

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 sales positions. 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 a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process 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

jharvey@investBCM.com │ (781) 400-2842

Read Jake's Bio

Jake is the Mid-Atlantic Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2018, Jake has been responsible for sales and business support of BCM’s tactical and dynamic strategies. Jake is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Mid-Atlantic territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining Beaumont, Jake worked for Natixis Global Asset Management. 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 a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (Fresno and points North)

Southeast Region

& Puerto Rico

Zachary Stout 

Regional Consultant

zstout@investBCM.com │ (407) 473-1591

Read Zach's Bio

Zach is the Southeast Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2017, Zach has been responsible for sales and business development of BCM’s core growth strategies. Zach also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southeast territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Zach was a Regional Consultant for EqisCapital Management and CurianCapital, consulting RIAs and BD advisors on asset allocation, portfolio construction and practice management topics throughout the South East. Preceding CurianCapital, Zach earned several accolades as an internal and hybrid wholesaler for Jackson National.

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

Zach graduated with a Bachelor’s degree in Political Science from Colorado State University. He holds his Series 65. Zach is a candidate for the CIMA certification through the Yale School of Management.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: FL, GA, SC, TN, AL, MS, KY

Ryan Allessio  

Internal Sales Desk Manager & Internal Consultant

rallessio@investBCM.com │ (781) 400-2864

Read Ryan's Bio

Ryan Allessio is the Internal Sales Desk Manager and the Southeast Internal Consultant for Beaumont Capital Management, (BCM). He is responsible for identifying prospects, securing meetings, building new relationships and servicing existing advisor relationships within the independent B/D, Registered Investment Advisor (RIA), and institutional advisor segments. In addition to supporting the Southeast Regional Consultant, Ryan assists advisors with asset allocation and investment portfolio recommendations.

Ryan has over a decade of experience in the financial services industry. Prior to joining BCM, he worked at MassMutual for 9 years in a variety of customer service and sales roles. Most recently at MassMutual, Ryan worked for the Retirement Services division for the Rollover Sales Team in Phoenix, Arizona. He is a graduate of Roger Williams University with a Bachelor’s degree in History. He currently holds the Series 6, 63, and 65 licenses and is a MBA candidate at Grand Canyon University.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: FL, GA, SC, TN, AL, MS, KY

Midwest Region

Josh Glazer 

Regional Consultant

jglazer@investBCM.com │ (312) 218-7534

Read Josh's Bio

Josh is the Midwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2012, Josh has been responsible for sales and business development of BCM’s tactical strategies. Josh also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Midwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

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 a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process 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

rthompson@investBCM.com │ (781) 400-2862

Read Richard's Bio

Richard is the Midwest Internal Consultant at Beaumont Capital Management (BCM). Richard joined BCM in 2014 and is responsible for sales and business support of BCM’s tactical strategies. Richard works with and supports Josh Glazer, the Regional Consultant, to develop ongoing relationships and sales throughout the Midwest.

Richard has worked in the industry for many years as a broker and in the mutual fund industry. Prior to joining BCM, he worked at both Putnam and Pioneer Funds. Richard graduated from Lake Forest College and holds a Series 66 license.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: IL, IN, MI, WI, MN, IA, MO, OH

Southcentral Region

Christopher Indrisano  

Internal Consultant

cindrisano@investBCM.com │ (781) 400-2867

Read Christopher's Bio

Christopher is the Southcentral Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2018, Christopher has been responsible for sales and business support of BCM’s tactical and dynamic strategies. Christopher is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southcentral territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Christopher spent 4 years at John Hancock working with investments and retirement plans. Prior to that Christopher spent time at Putnam Investments and Bank of New York Mellon. Christopher holds the Series 7, 63 and 65 licenses. He is a 2013 graduate of Merrimack College.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: TX, CO, OK, LA, AR, and NM

Northwest Region

Chet Chappell 

Regional Consultant

cchappell@investBCM.com │ (925) 212-8290

Read Chet's Bio

Chet is BCM’s Regional Consultant for the Pacific Northwest and is responsible for sales and business development of BCM’s tactical strategies. Chet is also responsible for establishing successful relationships with financial advisors and product managers in the Pacific Northwest region, as well as assisting with overall asset allocation and investment portfolio recommendations.

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. He joined Columbia by way of acquisition of Grail Advisors, where he helped launch the first active equity ETF in May 2009. Prior to Grail, Chet was 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 in the San Francisco Bay area.

Our regional consultants are supported by a team of research analysts and investment committee. The research and investment team employ a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (North of Fresno).

John McAllen, CRPC®   

Internal Consultant

jmcallen@investBCM.com │ (781) 400-2860

Read John's Bio

John is the Northwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, John has been responsible for sales and business support of BCM’s tactical and dynamic strategies. John is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Northwest territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, John spent 6 years at John Hancock working with investments and retirement plans. John holds the Series 6, 63 and 65 licenses and the Chartered Retirement Planning Counselor (CRPC) designation. He is a 2008 graduate of Rivier University.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC

Southwest Region

Mark Nalbandian  

Internal Consultant

mnalbandian@investBCM.com │ (781) 400-2871

Read Mark's Bio

Mark is the Southwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Mark has been responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Mark has been in the financial industry for over 12 years and has built and fostered relationships with advisors, especially in the retirement space. Prior to joining BCM, Mark worked as a wholesaler for both Pioneer Investments and Retail Capital Securities. He also worked at John Hancock Investment for nearly a decade, honing his experience within the Defined Contribution Investment Only (DCIO) space. Mark holds the Series 6, 63 licenses and graduated from University of Massachusetts Boston in 2005 with a Bachelor’s degree in Finance.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

California

 

Northern California – Fresno and North

Chet Chappell 

Regional Consultant

cchappell@investBCM.com │ (925) 212-8290

Read Chet's Bio

Chet is BCM’s Regional Consultant for the Pacific Northwest and is responsible for sales and business development of BCM’s tactical strategies. Chet is also responsible for establishing successful relationships with financial advisors and product managers in the Pacific Northwest region, as well as assisting with overall asset allocation and investment portfolio recommendations.

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. He joined Columbia by way of acquisition of Grail Advisors, where he helped launch the first active equity ETF in May 2009. Prior to Grail, Chet was 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 in the San Francisco Bay area.

Our regional consultants are supported by a team of research analysts and investment committee. The research and investment team employ a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses. BCM Consultant for the following states: MT, WY, UT, ID, NV, WA, OR, ND, SD, NE, KS, AK, Northern CA (North of Fresno).

John McAllen, CRPC®   

Internal Consultant

jmcallen@investBCM.com │ (781) 400-2860

Read John's Bio

John is the Northwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, John has been responsible for sales and business support of BCM’s tactical and dynamic strategies. John is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Northwest territory, as well as assisting advisors with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, John spent 6 years at John Hancock working with investments and retirement plans. John holds the Series 6, 63 and 65 licenses and the Chartered Retirement Planning Counselor (CRPC) designation. He is a 2008 graduate of Rivier University.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: NJ, PA, DE, MD, WV, VA, NC

Southern California – South of Fresno

Mark Nalbandian  

Internal Consultant

mnalbandian@investBCM.com │ (781) 400-2871

Read Mark's Bio

Mark is the Southwest Internal Consultant for Beaumont Capital Management (BCM). Since joining the firm in 2017, Mark has been responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Mark has been in the financial industry for over 12 years and has built and fostered relationships with advisors, especially in the retirement space. Prior to joining BCM, Mark worked as a wholesaler for both Pioneer Investments and Retail Capital Securities. He also worked at John Hancock Investment for nearly a decade, honing his experience within the Defined Contribution Investment Only (DCIO) space. Mark holds the Series 6, 63 licenses and graduated from University of Massachusetts Boston in 2005 with a Bachelor’s degree in Finance.

Our Internal consultants are supported by a team of research analysts and investment committees. The research and investment teams employ quantitatively-researched, rules-based investment processes seeking to provide upside participation while minimizing losses. BCM Internal Consultant for the following states: HI, AZ, Southern CA (South of Fresno) 

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