Dave is the Portfolio Manager of Beaumont Capital Management’s (BCM) Investment Strategies as well as a Managing Partner of BCM. He chairs the BCM Investment Committee and serves on the Beaumont Financial Partners (BFP) Asset Allocation and Investment Committees. His overall responsibilities include portfolio management, product creation, 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, under his management, 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. 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. Dave is supported by our team of research analysts who also serve on the Beaumont Investment Committees. The team employs a discretionary and quantitative investment process to provide upside participation while minimizing losses.