NEEDHAM, Mass.--(BUSINESS WIRE)--Beaumont Capital Management (BCM), an industry leader in ETF-based, growth strategies, today announced the promotions of three key firm leaders. BCM has named Denis Rezendes, Assistant Portfolio Manager; Rob Hawke, Director of National Accounts; and, Courtney Doyle, Director of Marketing. As tenured members of the firm, these individuals will continue to support the organization’s mission of growing portfolios in up markets and limiting large losses during down markets.
“Each of these individuals has been instrumental in our company’s rapid growth and success,” said Dave Haviland, Portfolio Manager and Managing Partner of BCM. “I am confident in the growth and achievements of our customers under this new leadership, as BCM continues to build itself as a financial management and services leader.”
As Assistant Portfolio Manager, Denis Rezendes will be responsible for supporting the firm’s overall investment strategy, research, asset allocation and investment risk management. In his most recent role as Lead Analyst, he consistently identified and implemented strategies to enhance the firm’s investment process and solutions. Rezendes earned a Bachelor of Arts degree in Finance from Babson College. He is a Chartered Financial Analyst and holds a Series 65 securities license.
As Director of National Accounts, Rob Hawke will oversee the National Accounts team and continue to grow the firm’s client base, open multiple new business channels, and be a steward of ongoing relationships. Hawke has been with BCM since 2008 and has helped the firm grow from to its present status as one of the leading ETF-managed portfolio firms in the country. Hawke earned his Bachelor of Science from the University of Vermont in Community Development and Applied Economics. He currently holds the Series 65 securities license.
As Director of Marketing, Courtney Doyle, who recently served as Marketing Manager, will oversee the company’s go-to-market strategy, sales and lead generation, and brand identity, along with numerous other marketing and communications responsibilities. As the lead marketer at BCM for the past five years, Doyle has developed a keen understanding of the messages, products, and services that resonate with clients and prospects. Doyle holds a Bachelor of Science in Marketing and Liberal Studies from Bentley University.
BCM’s products are aligned with the firm’s philosophy of delivering transparent, defensively oriented and market-responsive investment solutions with a simple and low-cost structure.
About Beaumont Capital Management
Beaumont Capital
Management (BCM) delivers rules-based, growth strategies that have the
ability to get defensive to financial professionals, institutions and
retirement plans. We provide a range of strategies composed of simple,
low-cost ETFs that seek to meet investors’ varying needs and risk
tolerances offered as separately managed accounts (SMAs), as part of a
unified managed account (UMA) and sub-advised collective investment
funds (CIFs). We focus our business activities and the execution of our
strategies on providing both financial and emotional sustainability to
clients.
We are all human. We all have emotions. Emotions do not belong in the investment decision making process. So, we created rules-based processes to power our buy and sell decisions so our clients don’t have to.