Portfolio Management Operations

Michael P. Stack, CFA — Chief Investment Officer, Director Portfolio Management

Michael’s responsibilities include director of equity trading, domestic equity selection and analyst, and client relationship management.

Michael, a portfolio manager since 1987, earned both a Bachelor of Science in Finance (cum laude) and a Masters in Finance (summa cum laude) from Fairfield University. Mike is a Chartered Financial Analyst (CFA) charterholder effective 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 million 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, Concentrated Core Large Cap, and Global Core mutual funds. In 2002, Mike moved to Babson Capital Management to co-manage over $3 billion in assets. While managing these funds, he unified and enhanced the value investment philosophy and process.

Christopher Gaffney, CFP® — Securities Trader

Chris’s responsibilities include equity trading and research, fixed income trading, domestic equity analyst, derivatives consultant.

Chris 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 has been a Certified Financial Planner ™ (CFP) since 2009 and also holds the Series 63 and 65 licenses.

Adam White — Securities Trader

Adam’s responsibilities include equity trading, securities research, portfolio attribution analysis, reviewing investment operations controls as well as being a member of the asset allocation committee.

In 2001, Adam graduated from Bentley University (formerly Bentley College) earning his Bachelor degree in Economics and Finance. Prior to joining Beaumont, Adam ran the desk for Capital Analysts of New England, an independent wealth management firm, and then later as the Assistant Portfolio Manager and Operations Director to one of the firm's top managers.