Colleen manages the New Client Onboarding process for the firm. She supports the Director of Client Service and Relationship Managers with a focus on the client experience. Additionally, Colleen offers operations support and takes on special projects as needed. Prior to joining Beaumont in 2019, Colleen spent over 15 years at CPA and financial services [...]

Shelly offers financial operations support, helping clients open new accounts, then maintaining them. She also takes on special projects for the firm. Prior to joining Beaumont in 2013, Shelly was a dental assistant. She also spent six years in the Air National Guard as a Knowledge Operations Manager. She received her degree from the New [...]

Amy serves as the primary liaison between our clients and our custodians, providing relationship management support from account implementation to service and cashiering functions. In addition, she is the Controller of the firm, assisting the CFO with budgeting and financial operations. Amy holds a BS in Accounting from the Pennsylvania State University. She is also [...]

Mike is responsible for all aspects of the firm’s compliance program including responding to regulatory requests, ADV updates, regulatory reporting, registrations and personal trading. He also creates and updates firm policies, procedures and manuals, reviews marketing material and daily trade reports and remains current on regulatory changes and initiatives. He was previously with Fidelity Investments, [...]

Ted oversees all of Beaumont’s financial operations, and is actively involved with the billing, budgeting and financial statement processes. He works closely with the Chief Compliance Officer, monitoring our regulatory requirements and compliance programs. He previously worked for Liberty Mutual. He holds a BS (magna cum laude) from Babson College and an MBA from Bentley [...]