Articles by Beaumont Capital Management
David Haviland - Managing Partner, Portfolio Manager
Dave is the Portfolio Manager of the Beaumont Capital ManagementÂ’s (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.
Thomas J. Cahill - Managing Partner
Tom's responsibilities include client relationship management, equity analysis, endowment consulting, tax strategy, financial planning and alternative investment analysis.
Tom, a managing partner of the firm, entered the financial services business in 1986. Tom completed his undergraduate education at Georgetown University and earned his MBA from Babson College, where he served as a Visiting Lecturer. Prior to joining Beaumont, Tom held various tax management roles at General Electric Capital Corporation and PriceWaterhouseCoopers LLP. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs. Tom is a director of a number of nonprofit entities and has particular planning expertise relative to professional athletes.
Lawrence A. Fiore - Managing Partner
Larry's responsibilities include Director of Tax Services, human resources, tax planning and consulting, and relationship management.
Larry, a managing partner of the firm, has been an accountant since 1983 and currently heads the BFP tax department. After earning a BS in Accounting from Boston College, he began his career with what is now PriceWaterhouseCoopers. Prior to joining BFP, Larry had his own CPA firm focusing primarily on small business owners and their corporations as well as individual tax needs.
Needham, MA 02494
- Trust Company of America
- Envestnet (and Placemark)
- Wells Fargo
- Summit Advisor Solutions
- Fidelity Wealth Advisor Solutions (WASÂ®)
- Charles Schwab
- Mid Atlantic Trust Company
- Sub-Advise CIFs and â€™40 Act Funds
- Envestnet Retirement Solutions
- FiduciaryK (Redhawk)