
Gavin oversees activity and performance tracking for alternative investments which includes managing the subscription documents and related operational workflow. He supports the trading process by maintaining data integrity, executing equity and fixed income trades, and assisting with day-to-day operations. Gavin also conducts investment research and presents his analysis and recommendations as a member of the Beaumont Investment Committee. Gavin began his career in financial services in 2019 shortly after earning his BS/BA in Mathematics and Government from St. Lawrence University. He also holds an MS in Accounting from UMass Amherst and became a CFA® Charter holder in 2025.
We look forward to discussing how our team can help you achieve all your financial goals.