About Beaumont
Beaumont is a multi-generational wealth advisor that has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981. We utilize personalized, tailored investment strategies to help each client achieve their unique financial goals. It is this approach, along with our commitment to each client, tenured staff, and fiduciary responsibility that distinguish Beaumont from other advisors.
Our Approach
We leverage the standard industry approach to identify opportunities to differentiate ourselves from other advisors. Combining independent thinking with collaborative discussions and ingenuity we have been able to identify investment opportunities to create asset allocations we feel will benefit our clients.
Our Team
At Beaumont we take the term partner seriously. We use a team approach to service clients and work toward achieving their financial goals. Each client will work directly with their dedicated relationship manager however they will also have the support of our investment committee and in-house analysts. This allows for collaboration and shared perspectives when it comes to investment decisions. Not to mention the experienced operations team
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Thomas J. Cahill, CPA, MBA
Director of Wealth Management / Relationship Manager
Portfolio Management
Peter M. Girard CFP®
Relationship Manager
Portfolio Management
J. Forbes Barber CFP®
Relationship Manager
Portfolio Management
Charles M. Garabedian MBA, CFS
Relationship Manager
Portfolio Management
Rob Schneider, CFP®, CMT
Portfolio Manager
Portfolio Management
Cheryl A. Fortier, CFP®, CDFA®
Wealth Advisor
Portfolio Management
Daniel B. Jacob
Relationship Manager
Portfolio Management
Robert J. DePascale, JD
Relationship Manager
Portfolio Management
Daniel R. Garron, CFP®, ChFC®
Relationship Manager
Portfolio Management
Owen W. Gilmore, CFA®, MBA
Wealth Advisor
Portfolio Management
Jack Cahill
Relationship Manager
Portfolio Management
Philip J. Dubuque, CFA®, MBA
Co-Chief Investment Officer
Investment Management
Brandon G. Beauvais, CFA®
Co-Chief Investment Officer / Director of Research and Trading
Investment Management
Brian D. Corcoran, MSF, MBA
Director of Trading and Operations
Investment Management
Gavin K. Davis, CFA®
Trader / Investment Analyst
Investment Management
Amy K. Emkey
Director of Client Service/Controller
Financial Management & Operations
Edward F. Hurley, MBA
Chief Financial Officer
Financial Management & Operations
Michael H. Snyder, MBA, IACCP®
Chief Compliance Officer
Financial Management & Operations
Shelly N. Allard
Service and Operations Support
Financial Management & Operations
Colleen O’Hearn Voccio
Service and Operations Support
Financial Management & Operations
Sue Hynes
Administrative Assistant/Receptionist
Financial Management & Operations
Ellen A. Sprinsky, CPA, MBA
Tax Manager
Business and Tax Advisory
Jeffrey A. Benson EA, MST
Tax Manager
Business and Tax Advisory
Lawrence A. Fiore
Partner Emeritus
Partner Emeritus
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We look forward to discussing how our team can help you achieve all your financial goals.