Gavin Davis

Gavin tracks activity and performance of alternative investments held in client accounts, and assists with maintaining data integrity related to trading. Gavin conducts investment research and presents his analysis to the team while serving on the Beaumont Investment Committee. He also executes equity and fixed income trades. His career in financial services began in 2019 [...]

Gavin Davis2022-01-05T22:52:46-05:00

Beaumont Financial Partners Named to 2020 Financial Times 300 Top Registered Investment Advisors

Beaumont receives this industry recognition for the fourth consecutive year Needham, MA (July 30, 2020) – Beaumont Financial Partners, LLC (“Beaumont”) today announced that it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors. The list recognizes top independent RIA firms from across the United States. Beaumont was selected as one [...]

Beaumont Financial Partners Named to 2020 Financial Times 300 Top Registered Investment Advisors2020-07-30T20:33:19-04:00

Brian D. Corcoran, MSF, MBA

Brian executes fixed income and equity trades, as well as overseeing the trading operations and systems, conducting technical analysis and portfolio modeling. Brian serves on the Beaumont Investment Committee. A member of the financial services industry since 1999, he was senior portfolio trader with a Boston-based hedge fund with responsibility for trading domestic and global [...]

Brian D. Corcoran, MSF, MBA2022-03-28T19:17:05-04:00

Brandon G. Beauvais, CFA®

Brandon oversees the firm’s fixed income and equity trading operations. He serves on the Beaumont Investment Committee, making portfolio construction and allocation recommendations, and performing macroeconomic data analysis. Before joining Beaumont in 2001, Brandon was with Bain Capital, LLC, supporting the firm’s private equity operations, and with Kadant, Inc., a subsidiary of Thermo Electron Corp, [...]

Brandon G. Beauvais, CFA®2024-03-14T15:17:41-04:00

Philip J. Dubuque, CFA®, MBA

Phil chairs the Beaumont Investment Committee. As Chief Investment Officer, he provides both market commentary and research analysis. He most recently served as an analyst and portfolio manager for Harvard Management Co., Inc., the endowment management arm of Harvard University, where he was responsible for over $2 billion within Harvard’s Core Equity strategy as well [...]

Philip J. Dubuque, CFA®, MBA2022-11-21T20:11:22-05:00