Dedicated professionals striving to exceed your business needs.

BCM’s Regional Consultants

Our team of regional consultants collaborates with industry partners, advisors and institutional investors to provide investment support to help achieve better investment outcomes.

 

Look for your dedicated consultant below or contact (844) 401-7699.

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Regional Sales Team 1.6.21

Meet the Team

Experienced Professionals. Dedicated Support.

Jim Bulger 

Senior Regional Consultant – Central

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Read Jim's Bio

Jim is a Senior Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s internal team to provide consultative investment support to advisors. 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 6, 63 and 65 securities licenses.

Dan Dixon 

Senior Regional Consultant – South

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Read Dan's Bio

Dan is a Senior Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s internal team to provide consultative investment support to advisors. 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 and 65 securities licenses.

Brandon Anderson 

Regional Consultant – North

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Read Brandon's Bio

Brandon is a Regional Consultant for Beaumont Capital Management (BCM) and partners closely with BCM’s internal team to provide consultative investment support to advisors. 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 6, 63 and 66 securities licenses. He currently resides in Sandwich, MA.

Jared Klapman 

Regional Consultant – West

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Read Jared's Bio

Jared is a Regional Consultant for Beaumont Capital Management (BCM) and works closely with BCM’s internal team to provide consultative investment support to advisors. 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 is a CIMA professional. He also holds the Series 6, 63 and 65 securities licenses. He currently resides in Phoenix, AZ.

Market Insights

Learn how you can work with BCM:

Our strategies are available through many of the major custodians and Third Party Asset Management Platforms (TAMPs). Through these, our strategies are accessible to hundreds of RIA’s and broker-dealer clients.

However, we are always looking to expand our reach! If you are seeking business development opportunities with BCM, fill out this form to start the conversation. You can also reach out to any of our consultants directly.


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