Beaumont Capital Management (BCM)

Beaumont Capital Management (BCM)
250 1st Avenue
Suite 101
Needham, MA 02494
888-777-0535

Articles by Beaumont Capital Management (BCM)

David Haviland
Managing Partner, Portfolio Manager

David Haviland

Dave is the Portfolio Manager of the Beaumont Capital Management’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.

Brendan Ryan
Research Analyst

Brendan Ryan

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.

Denis Rezendes
Research Analyst

Denis Rezendes

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.

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ETFs: The What and The Why

ETFs: The What and The Why

Within the past decade, Exchange Traded Funds, commonly referred to as ETFs, have exploded onto the scene and are quickly…

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 MidCap 400® ETF Trust an exchange traded fund structured as a unit investment trust listed on NYSE Arca, Inc., seeks to track an index of mid-cap U.S. equity securities.

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