Beaumont Capital Management (BCM)

Beaumont Capital Management (BCM)
75 Second Ave
Suite 700
Needham, MA 02494
844-401-7699

Articles by Beaumont Capital Management (BCM)

David Haviland
Managing Partner and Portfolio Manager

David Haviland

Dave is a Managing Partner of the firm and Portfolio Manager of Beaumont Capital Management (BCM). In addition to managing the BCM strategies, his responsibilities include chairing the BCM Investment Committee, strategy creation, thought leadership and ongoing business development.

With three decades of experience, Dave has worked in the financial industry since 1986 and has spent most of his career as an investment advisor. His advisory background has provided him with a unique perspective on managing the BCM Strategies. In 1993, Dave joined his father at H & Co. Financial Services and in October 2000, Dave merged H & Co. into Beaumont Financial Partners (BFP). In 2009, Dave created the BCM division and has been the steward of BCM’s rapid yet purposeful growth. On December 31, 2019, Beaumont Capital Management (BCM) spun off from BFP to become a standalone Registered Investment Advisor under Dave’s leadership.

Outside of the office, Dave has always been active in his community. He has served as Treasurer for several organizations, volunteered six years on the Dover School Committee, including multiple chairmanships, and currently serves as Dover’s Assistant Town Moderator. Dave enjoyed coaching his three boys in just about every sport; he and his wife Kate, along with their sons, are active trap and skeet enthusiasts and registered Therapy Dog handlers. Dave is a graduate of Deerfield Academy and an honors graduate of the University of Vermont.

Brendan Ryan, CFA
Assistant Portfolio Manager

Brendan Ryan

Brendan’s primary role is Assistant Portfolio Manager for BCM strategies with a focus on fundamental analysis. He serves on the BCM investment committee and is additionally 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 BCM full-time, Brendan also worked in the firm’s wealth management division, where he focused primarily on fundamental equity research. 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.

Denis Rezendes, CFA
Assistant Portfolio Manager

Denis Rezendes

Denis’ primary role is Assistant Portfolio Manager for BCM with a focus on quantitative analysis. He serves on the BCM investment committee and is additionally 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.

More Articles

An Open Letter to Jerome Powell

An Open Letter to Jerome Powell

By Dave Haviland, Beaumont Capital I write this letter with the utmost gratitude and respect. You see, unlike your predecessors, this…

Anatomy of a Bear Market

Anatomy of a Bear Market

By David M. Haviland, Beaumont Capital Management What does a typical Bear market look like? How long do they last? When…

A Final Call Before the Fall

A Final Call Before the Fall

By Dave Haviland, Beaumont Capital We have enjoyed the current bull market which recently surpassed the 1990-2000 technology-led bull as the…

Caveat Emptor (Buyer Beware)

Caveat Emptor (Buyer Beware)

By Denis Rezendes, Beaumont Capital As a Tactical ETF Strategist, we consider ourselves fairly qualified to navigate the exchange traded…

Setting Return Expectations

Setting Return Expectations

By Denis Rezendes, Beaumont Capital For the past two years I’ve attended the Berkshire Hathaway shareholder meeting in Omaha, Nebraska,…

BCM 2Q 18 Market Commentary

BCM 2Q 18 Market Commentary

By David M. Haviland,  Beaumont Capital Management My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he…

BCM 1Q 18 Market Commentary

BCM 1Q 18 Market Commentary

By David M. Haviland,  Beaumont Capital Management We have said it before, and we will say it again. 2017 was an…

Are You Walking Into a TDF Trap?

Are You Walking Into a TDF Trap?

By David M. Haviland,  Beaumont Capital Management Few investment products currently garner more attention than target date funds. Launched 30 years…

International Equities: Is It Time?

International Equities: Is It Time?

By David Haviland, Beaumont Capital Management Russia invades Crimea. China builds island bases in the South China Sea. North Korea launches…

2017: State of the Bond Markets

2017: State of the Bond Markets

By David Haviland, Beaumont Capital Management Since 2009, bond purchases by the Fed have driven rates to historic lows. The money…

Investing involves risk including the risk of loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

SPDR® S&P 500® ETF Trust is an exchange traded fund structured as a unit investment trust listed on NYSE Arca, Inc., and seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is distributor for SPDR S&P 500, SPDR S&P MidCap 400 and SPDR Dow Jones Industrial Average, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with ETF Trends or any ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with one or more ETF Strategists, including arrangements relating to SPDR® ETFs. State Street does not endorse any ETF Strategist and disclaims any liability associated with any ETF Strategist.

Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit www.spdrs.com. Read it carefully.

To learn more about being profiled on the ETF Trends ETF Strategist Channel, please email tlydon@ETFtrends.com.