Articles by Beaumont Capital Management (BCM)
By Beaumont Capital team Which index has realized the highest 1-year return through June 30th, 2019? a) S&P 500® Index b) MSCI…
David HavilandManaging Partner, Portfolio Manager
Dave is the Portfolio Manager of the Beaumont Capital Managements (BCM) Investment Strategies as well as the Managing Partner heading BCM. He chairs the BCM Investment Committee and serves on the Beaumont Financial Partners, LLC (BFP) Asset Allocation and Investment Committees. His overall responsibilities include portfolio management, product creation, and ongoing business development.
Dave has worked in the financial industry for nearly three decades, beginning in 1986. He began his business career at the CIGNA Corporation and worked for several financial planning and advisory firms as an Investment Advisor. In 1993, Dave joined his father at H & Co. Financial Services, Inc. and in October 2000, under his management, Dave merged H & Co. into BFP. In 2009, Dave created the Exchanged-Traded Fund (ETF) management division, BCM.
Dave is a long-time member of the Financial Planning Associate and the International Association of Financial Planners. His advisory background has provided Dave with a unique perspective in managing the BCM Strategies. He is a graduate of Deerfield Academy and an honors graduate of the University of Vermont.
Denis RezendesAssistant Portfolio Manager
Denis’ primary responsibilities include being the Assistant Portfolio Manager 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 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.
Brendan RyanResearch Analyst
Brendan's primary responsibility is as an Analyst for Beaumont Capital Management (BCM). Additionally, Brendan is a member of the 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.