Team
At Beaumont, we take the term partner seriously. Every member of our team is focused on serving your needs. And every one is empowered to do so—from our nationally recognized portfolio managers to our in-house analysts, CFA® Charterholders, CFP® Professionals and tax specialists. It’s how we work with you: as partners.
Portfolio Management
Thomas J. Cahill, CPA, MBA
Director of Wealth Management
Relationship Manager
In addition to managing individual client portfolios, Tom serves as an equity analyst, endowment consultant, alternative investment analyst, and financial planner. He also serves on the Beaumont Investment Committee. Previously he worked at General Electric Capital Corporation and PriceWaterhouseCoopers LLP. He holds a BSBA from Georgetown University and an MBA from Babson College, where he served as a visiting lecturer. Tom is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs. He is also a board member of several nonprofit organizations.
tcahill@bfpartners.com
781.400.2801
J. Forbes Barber CFP®
Relationship Manager
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 as being a Certified Financial Planner (CFP®). He is also a member of the Financial Planning Association of Massachusetts.
fbarber@bfpartners.com
781.400.2812
Charles M. Garabedian MBA, CFS
Relationship Manager
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 license, as well as his Certified Fund Specialist (CFS) designation.
chuck@bfpartners.com
781.400.2813
Peter M. Girard CFP®
Relationship Manager
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
781.400.2831
Cheryl A. Fortier, CFP®, CDFA®
Wealth Advisor
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 monitor her clients’ progress towards reaching their goals and ensures their strategies evolve as their lives change. As a steward for her clients and their wealth, Cheryl delivers the highest level of client service.
Cheryl also partners with clients’ tax, trust and estate, and insurance advisors to ensure a comprehensive and customized wealth plan is established and implemented.
Prior to joining Beaumont in 2019, Cheryl spent over 19 years at BNY Mellon where she was consistently recognized as a top performing Senior Wealth Manager. Cheryl holds a Bachelor of Arts (cum laude) in Political Science and Communications from Boston College. She is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® as well as a member of The Boston Estate Planning Council.
781-400-2841
Daniel B. Jacob
Relationship Manager
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 holds his FINRA Series 66 securities license. Dan is a member of the Boston Estate Planning Council and is a founding member of the Forward 4 Tobi Foundation, which provides financial support to patients suffering from metastatic breast cancer.
djacob@bfpartners.com
781.400.2835
Robert J. DePascale, JD
Relationship Manager
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 Tufts University, an MS in Finance from Suffolk University’s Sawyer School of Business, and a JD (cum laude) from Suffolk University. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council.
rdepascale@bfpartners.com
781.400.2833
Daniel R. Garron, CFP®, ChFC®
Relationship Manager
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 Consultant® designations and earned his BA in economics from the University of Massachusetts, Amherst. He lives in Northborough with his wife Jennifer and their children, Owen and Kaitlyn.
dgarron@bfpartners.com
781-400-2838
Owen W. Gilmore, CFA®, MBA
Wealth Advisor
Owen advises high-net-worth and ultra-high-net-worth individuals, families, and institutions on wealth management matters with customized portfolio management and financial planning services. He is also a member of the Beaumont Investment Committee. Before joining Beaumont, Owen spent seven years working for an investment advisor in New York City. He earned a BA in economics and mathematical science from Colby College and an MBA from NYU Stern School of Business. Owen is a member of the CFA Institute and a CFA® Charter holder and serves as a board member for Red River Forests, LLC.
Brenden King
Wealth Advisor
Brenden works closely with his clients to establish a comprehensive wealth management plan, which is the foundation for services provided. His background in investment management, tax planning, and economic analysis allows him to work with a wide range of clients, including business owners, communities, and affluent families. Brenden earned a B.A. in Financial Economics (cum laude) from Wabash College, where he later had the opportunity to teach macroeconomics. Prior to joining Beaumont, Brenden was part of Schwab’s Wealth Advisory division, where he managed over $200M in client assets. Outside of the office, Brenden promotes economic development with the Chambers of Commerce in local communities.
Daniel M. Stanzler, MBA
Portfolio Manager
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 Brown University and an MBA from Columbia University.
dstanzler@bfpartners.com
781.400.2820
Rob Schneider, CFP®, CMT
Portfolio Manager
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 2013 and is based in Texas.
Rob has been in the financial services industry since 1988. He started his career on the trading floor of The Chicago Mercantile Exchange and The Chicago Board of Trade. Rob worked for Morgan Stanley Dean Witter before joining Fidelity Investments, where he worked for 17 years and held several Vice President positions. Rob is a graduate of Indiana University with a major in Business. He also earned an MBA from The University of Illinois in Chicago. He is a Certified Financial Planner (CFP®) and a Chartered Market Technician (CMT).
rschneider@bfpartners.com
281.562.7751
Investment Management
Philip J. Dubuque, CFA®, MBA
Chief Investment Officer
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 as a $300 million merger / arbitrage fund. Previously he was a portfolio manager for Chestnut Hill Management Company and Invesco Funds Group. While he was at Invesco, Morningstar*, the premier mutual fund rating service, designated Phil runner-up portfolio manager of the year for 1991 (for all mutual funds). Phil earned a BSBA (magna cum laude) from Saint Louis University and an MBA from Washington University; he is also a CFA® Charterholder.
* Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term performance and of aligning their interests with shareholders. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth evaluation by its fund analysts. In 1995, Morningstar began distributing awards among three broad asset classes—domestic stock, international stock and fixed income. In 1996, Morningstar also began presenting an award in the closed-end fund category.
pdubuque@bfpartners.com
781.400.2830
Brandon G. Beauvais, CFA®
Co-Chief Investment Officer / Director of Research and Trading
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, as a financial analyst. He holds a BS (Cum Laude) in Finance/Quantitative Methods from Babson College and an MBA from Bentley University. Brandon is a member of the Boston Security Analyst Society and the CFA Institute.
brandon@bfpartners.com
781.400.2816
Brian D. Corcoran, MSF, MBA
Director of Trading and Operations
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 assets, as well as operations and portfolio balancing. Earlier, he served as an institutional equity sales trader for various agency-based brokerage firms. He earned a BS in finance from the University of Colorado, Boulder and an MS in finance and an MBA from Boston College.
bcorcoran@bfpartners.com
781.400.2817
Gavin Davis
Alternative Investment Analyst, Junior Trader
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 shortly after earning his BS/BA (magna cum laude) in Mathematics/ Government from St. Lawrence University. Previously, Gavin worked in state politics.
Financial Management and Operations
Amy K. Emkey
Director of Client Service/Controller
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 and is a Massachusetts Notary Public.
aemkey@bfpartners.com
781.400.2818
Edward F. Hurley, MBA
Chief Financial Officer
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 University.
thurley@bfpartners.com
781.400.2821
Michael H. Snyder, MBA, IACCP®
Chief Compliance Officer
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, World Savings, and State Street Corporation, as well as being an adjunct lecturer at Suffolk University. He earned his BA and MBA from Bentley University, and also holds the Investment Adviser Certified Compliance Professional designation
msnyder@bfpartners.com
781.400.2832
Shelly N. Allard
Service and Operations Support
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 England Dental Assistant School.
sallard@bfpartners.com
781.400.2811
Colleen O’Hearn Voccio
Service and Operations Support
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 firms in both an operations and an administrative capacity.
cohearnvoccio@bfpartners.com
781.400.2805
Sue Hynes
Administrative Assistant/Receptionist
Sue provides administrative support for the firm and its clients. She manages the front desk operations and provides a warm and welcoming atmosphere for clients and staff. Sue has spent the past 20 years as an HR Admin and Training Professional, and most recently worked as an Office Manager for a small sales training firm. She earned her BA in English from Providence College and lives in Norwell with her husband and two sons.
Business and Tax Advisory
Ellen A. Sprinsky, CPA, MBA
Tax Manager
Ellen is part of our tax practice providing tax planning guidance and return preparation for our clients. Ellen started her career in New York City where she spent the majority of her time in Audit and Private Client Services groups at Arthur Anderson, LLP, a former multinational accounting firm. After taking time to focus on raising her family she was most recently with the accounting firm BlumShapiro. Ellen is a graduate of Cornell University, earned her MBA from New York University’s Stern School of Business while working in the private sector, and is also a Certified Public Accountant (CPA). Her personality and skill set are a perfect match for our firm, which is evident with how she interacts with our clients.
Jeffrey A. Benson EA, MST
Tax Manager
Jeff is a dedicated tax planning and compliance resource for our clients. Jeff has over 35 years of tax experience and has held various positions, including Tax Director of a publicly traded corporation. He has worked in the trust tax department at some of Boston’s largest banks. More recently, Jeff was the Tax Manager for a private family office, handling partnership, individual, trust, and gift tax returns along with tax planning matters. He holds a BS in Management from the University of Massachusetts-Boston (with a concentration in Accounting) and a MS in Taxation from Bentley College. Jeff is an Enrolled Agent with the IRS and is a member of the Massachusetts Society of CPAs (Certified Public Accountants).
Partner Emeritus
Lawrence A. Fiore
Larry Fiore’s contributions over the years were invaluable to the successful growth of Beaumont Financial Partners. Larry started working at Beaumont in 2005, after supporting Beaumont’s tax practice via his private CPA practice, Sly & Fiore, LLC, in the late 1990’s. Larry joined Beaumont as a Partner and managed Beaumont’s large tax practice, while also overseeing all aspects of operations and vendor relationships for the firm. He quickly earned the trust of Beaumont clients and co-workers alike and proved to be a great addition to the Beaumont leadership team. His pleasant, lighthearted demeanor and fun sense of humor made Larry’s office a popular destination within Beaumont. After taking a short leave of absence, Larry had to unfortunately retire from Beaumont at the end of 2023 due to health issues. His tireless work ethic, vast tax knowledge, and broad business experience will be sorely missed. While Beaumont personnel and Beaumont clients will all miss Larry, we wish him good health and much happiness in retirement.