Beaumont Capital Management (BCM)

125 Newbury Street
4th Floor
Boston, MA 02116
844-401-7699
investbcm.com

Articles by Beaumont Capital Management (BCM)

Brendan Ryan, CFA
Partner, Portfolio Manager

Brendan Ryan

As a Portfolio Manager for BCM, Brendan helps lead the firm’s investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, and distribution activities of BCM.

He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Prior to joining BCM full-time, Brendan worked in Beaumont Financial Partners’ wealth management division, where he focused primarily on fundamental equity research. Prior to joining Beaumont, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.

Denis Rezendes, CFA
Partner, Portfolio Manager

Denis Rezendes

As a Portfolio Manager for BCM, Denis helps lead the firm’s investment activities with a focus on quantitative analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Denis assists in overseeing all business, partnership, and distribution activities of BCM.

He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies and operational support. He currently holds the Series 65 securities license and is a CFA® Charterholder.

Prior to joining Beaumont, Denis worked for River and Mercantile Solutions 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

Nowhere to Hide

Nowhere to Hide

By Denis Rezendes, CFA, Partner, Portfolio Manager 2022 has been a difficult and frustrating year for many asset managers, ourselves included.…

Direct Impacts of Oil Prices

Direct Impacts of Oil Prices

By: Denis Rezendes, CFA® Following the Russian Federation’s invasion of Ukraine, Brent Crude Oil futures climbed over $100 a barrel…

Important Risk Disclosure

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.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: 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 Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One Iron Street, Boston, MA 02210.

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.ssga.com. Read it carefully.

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 Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

© 2023 State Street Corporation - All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value