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.
Beaumont Research Team
Read Denis' Bio
Denis’ primary responsibilities include being an analyst for BCM and serving on the BCM investment committee. Additionally, he is 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 passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.
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 responsibility is as an Analyst for Beaumont. Additionally, Brendan is a member of the Beaumont and BCM investment committees and is responsible for assisting with BCM trading and special projects as necessary. He currently holds the Series 65 securities license and is a CFA® Charterholder.
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.
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