Dan collaborates with clients to determine and implement customized wealth planning and portfolio management strategies intended to reduce unnecessary risks and improve financial outcomes. Dan brings over twenty years of financial planning experience to Beaumont, including twelve years as a Financial Consultant at Fidelity Investments. Dan holds both the Certified Financial Planner® and Chartered Financial [...]
Rob works closely with his clients and is active in developing and implementing wealth management strategies that fit their diverse needs. He works with the Beaumont Investment Committee and other members of the wealth management team to remain current on firm investment concepts and to share his approach. He has been with the firm since [...]
Cheryl develops and oversees relationships with high and ultra-high net worth individuals and families advising them on all aspects of investment and wealth management. As a Wealth Advisor, Cheryl works with clients to fully understand what matters most to them in order to develop an appropriate investment and wealth strategy. She conducts regular reviews to [...]
Dan advises high net worth and ultra-high net worth families, institutions and non-profit organizations on portfolio management. He also serves on the Beaumont Investment Committee as an analyst focusing on equities and alternative investments. Previously he was an equity portfolio manager with Citadel, LLC and Deutsche Bank AG. He earned a BA in History from [...]
Dan works closely with clients developing and implementing wealth management strategies. He entered the financial services business in 1995 as a financial consultant with Fidelity Investments’ Private Wealth Management Group. He earned a BBA (cum laude) in finance and operations management from the Isenberg School of Management at the University of Massachusetts at Amherst, and [...]
Pete works closely with clients on both financial planning and income planning; he has special expertise in charitable gift consulting. Previously he was with Gruntal & Co, Inc. and Fidelity Investments. He earned a BA in economics from Assumption College. He is a Certified Financial Planner (CFP®) and holds his Series 66 securities license. pgirard@bfpartners.com [...]
Chuck partners with clients to develop and oversee their financial plans; he also analyzes mutual funds for the firm. Previously he was with Fidelity Investments. He earned a BA in economics from the University of Massachusetts at Amherst and an MBA from Suffolk University’s Sawyer School of Business. He holds his FINRA Series 65 securities [...]
Rob works closely with clients, helping individuals and families preserve and grow their wealth through comprehensive, individual financial planning, tailored portfolios and tax and estate planning. He also serves on the Beaumont Investment Committee. Prior to joining Beaumont in 2010, Rob spent over a decade with Fidelity Investments. He earned a BA in economics from [...]
Forbes provides comprehensive financial planning services and support to clients and serves as a contributing member of the Beaumont Investment Committee. He joined Beaumont after completing an Olympic Campaign as a competitive sailor in the 2008 Summer Olympics. He earned a BA from Connecticut College and holds a FINRA Series 65 securities license, as well [...]
Based in New York City, Bob provides comprehensive wealth management services, including investment management, retirement planning and tax and estate planning. His practice also involves delivering retirement and planning services to medical professionals and business owners. Previously, Bob was a Wealth Manager with both Manning & Napier and USAA. Bob holds a BA in Economics [...]
