Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Prepping For Growth, a Beantown ETF Strategist Promotes Three Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, October 24, 2018

Prepping For Growth, a Beantown ETF Strategist Promotes Three

Reported by Neil Anderson, Managing Editor

A Boston-area ETF strategist's senior leadership ranks are growing, thanks to several promotions. Watch for the firm to add some new hires gradually, too.

Dave Haviland, PM and managing partner at Needham, Massachusetts-based Beaumont Capital Management (BCM), confirms three recent promotions: marketing manager Courtney Doyle to the newly created position of director of marketing; national accounts manager Rob Hawke to the newly created position of director of national accounts; and research analyst Denis Rezendes to assistant PM. Next up will be some hiring.

"Right now we're hiring another internal desk person, and next in line is another national accounts person," Haviland tells MFWire. "After that, we'll see. We'll only take one or two at a time."

"It's certainly not going to be lightning quick," Haviland adds.

Beaumont Financial Partners (which includes BCM) now works with about $4.5 billion and has 48 people on staff. "Rounding out the management team" with the freshly promoted trio, along with data manager Kaitlyn Hinck, will allow BCM to continue to expand, Haviland explains, as they've been "instrumental in [BCM's] rapid growth and success."

"We've grown to the point where we need an actual management team in place ... We're quite excited because we've got a lot of good new brands in the fire in terms of new growth prospects," Haviland says. "We're going to need more staff underneath, but we need people to manage them as well."

Doyle, an alumna of Bentley University, joined BCM in 2014. Prior to that she worked with Get In Shape For Women and Athena Capital Advisors.

Hawke, an alumnus of the University of Vermont, joined BCM in 2012. Prior to that he worked with Fidelity.

Rezendes, an alumnus of Babson College, joined BCM in 2014. Prior to that he worked with P-Solve US and R&R Capital. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use