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ASSOCIATES

Daniela Ciavattone joined Beaumont in mid 2006 as our receptionist. She has since assumed expanded responsibilities in the investment management area of our firm. Daniela was educated at Needham High School and Mass Bay Community College and worked in the legal and accounting fields prior to joining Beaumont.

Lisa Cole joined Beaumont in 2004 after spending 4 years in the residential real estate industry as a Relocation Manager. Prior to that, she held various retail customer service positions. A Framingham resident, Lisa has a variety of responsibilities supporting our core investment management discipline.

Lawrence A. Fiore, CPA heads Beaumont’s Tax Practice. After receiving a B.S. in Accounting from Boston College. Larry began his career with what is now PriceWaterhouseCoopers. Prior to joining Beaumont, Larry had his own CPA Firm focusing primarily on small business owners and their corporate as well as individual tax needs. He and his wife, Jacqy have three daughters and live in Lexington.

Christopher K. Gaffney is a graduate of Fitchburg State College and holds a Master’s Degree from the University of Massachusetts at Amherst. Following a career as a Municipal Executive, Chris joined Morgan Stanley prior to moving to Fidelity Investments where he worked in Institutional Services and Marketing. Chris joined Beaumont in 2005 as an analyst and a trader. He and his wife, Erin, live in Worcester and have two children.

Peter M. Girard, CFP is a graduate of Assumption College. He began his career at Gruntal & Co. Inc as a Registered Representative. Following various mutual fund wholesaling positions at First Data, Peter joined Fidelity Investments in 1997. He spent time in their Institutional Services and Brokerage Divisions prior to becoming a Financial Planning Consultant in Fidelity’s Back Bay Investor Center. Peter joined Beaumont in late 2004. He and his wife, Kim, have four children and reside in Westborough.

Christopher P. Hennessey received his BA from Babson College, a JD from Suffolk University and an LLM in taxation from Boston University Law School. A member of The American and Massachusetts Bar Associations, The American Institute of Certified Public Accountants and the Massachusetts Society of CPAs, Chris was formerly Dean of Undergraduate Programs at Babson College. He is currently a Faculty Director at Babson’s School for Executive Education. In addition to delivering customized executive education programs to numerous Fortune 500 companies, Chris has hosted “Money Matters,” a cable television show, and has been a frequent radio and television guest expert on taxation and financial planning. He is also a published author. Chris lives in Medfield with his wife, Susan. They have one son.

Edward F. Hurley is a magna cum laude graduate of Babson College after which he earned an MBA from Bentley College. Prior to joining Beaumont in 2000, Ted worked for Liberty Mutual in their Treasury and Internal Audit Departments. Ted, who lives in Natick, is Beaumont’s Chief Financial and Compliance Officer.

Daniel B. Jacob graduated cum laude from the University of Massachusetts at Amherst where he majored in Finance and Operations Management. He entered the investment management business in 1995 with Fidelity Investments in their Institutional Group. Dan moved to Fidelity’s Back Bay Investor Center in 1998 as a Financial Planner. He holds Series 7, 52, 63 and 65 licenses as well as life and accident and health insurance licenses. Dan joined Beaumont in 2005. He and his wife, Karen, have three children and reside in Sudbury.

Amy K. Murphy was educated at Pennsylvania State University where she received a B.S. in Accounting. She joined Beaumont in 2002 and has progressed through a number of roles. Currently, she is in charge of the firm’s client service operation. Additionally, Amy is involved in the firm’s budgeting and financial operations. She is a resident of Needham.

Jeffrey Smith graduated from Assumption College and joined Fidelity Investments in the 401K Brokerage Trading Department. From there he moved into the High Net Worth Group where he provided investment and income planning to Fidelity’s largest 401K clients. Jeff was part of the team that opened the Framingham Investor Center where he specialized in trading and financial planning. A Hudson resident, he joined Beaumont in 2005 as an analyst and a trader. Jeff is pursuing his Chartered Financial Analyst designation and is enrolled in Boston University’s Masters Program in Investment Management.

Michael P. Stack, CFA joined Beaumont in December 2006 as our senior equity analyst.  He will also have relationship management responsibilities.  Mike earned both a Bachelor of Science in Finance (cum laude) and a Masters in Finance (summa cum laude) from Fairfield University.  He became a Chartered Financial Analyst in 1989.  Mike began his business career at General Electric where he completed their highly selective financial training and development program. He moved into the investment management business in 1986 as an equity analyst and a portfolio manager. In 1991, Mike moved to John Hancock’s Independence Investment Associates where he managed $300 MM in institutional assets.  In 1997, he joined Putnam Investments as a Senior Vice President and Senior Portfolio Manager.  While at Putnam, he co-directed their Capital Goods Knowledge Management Team and launched and/or co-managed their Voyager B, Concentrated Core Large Cap and Global Core Equity funds.  In 2002, Mike moved to Babson Capital Management where he developed their investment philosophy and process for their Large Cap Value product. Following the consolidation of Babson’s High Net Worth business with affiliate Oppenheimer & Co. in New York, Mike consulted for Thomas Partners, a Wellesley investment advisory boutique. The father of two children, Mike lives in Wellesley.

William Stathos has been associated with Beaumont for over 20 years. A graduate of Babson College, Bill has over 30 years of experience in the tax preparation business. He and his spouse, Kathy, live in North Andover. They have two adult children.

Diane Statton, a Holliston resident, came to Beaumont in December, 2006. Her business career spans three decades and includes large corporate exposure, office management, eight years as an Early Education Teacher and time as a design coordinator. Diane and her husband, Bill, have two adult sons.