Dedicated professionals striving to exceed your business needs.
Form long lasting, trusting relationships to help build your business and ongoing professional network.
Become educated on tactical strategies that can help your clients avoid large, bear market losses in their portfolios.
Help assist clients with overall portfolio construction, asset allocation while providing insights and research.
National Consulting Professionals
Bob D. Peatman
Director of National Sales
Read Bob's Bio
Bob’s responsibilities include overseeing the expansion, training and ongoing management of BCM’s sales force. Bob joined Beaumont in 2014 after working in the financial services industry for more than 15 years. His career in financial services includes working with broker dealers, registered investment advisors, insurance companies and bank trusts. Before joining BCM, he was a partner at Weston Capital Partners, LLC where he specialized in connecting financial advisors to boutique asset management firms. Previously, he spent 13 years at FundQuest Inc., an industry-leading asset management platform, where he served as Managing Director of National Sales. Mr. Peatman holds an MBA from Babson College and a BA in Economics from St. Lawrence University.
“The evolution of wholesaling has changed. It is about providing simple education and valuable insights for growing businesses looking to expand their use of tactical strategies.”
BCM’s Regional Consultants
Providing regional support for your investment goals.
Southern New England Region, OH and KY
P: (617) 874-7060
P: (201) 953-2045
P: (407) 473-1591
P: (312) 218-7534
C: (214) 205-5980
Pacific West Region
C: (415) 250-9372
C: (781) 400-2867
BCM’s Internal Consultants, supporting our Regional Consultants
Our Internal Consultants work closely with the Regional Consultants to provide timely support to advisors, retirement and other investment clients.
William Wise, CRPC®
Senior Retirement Consultant
Northeast Region Internal Consultant
T: (781) 400-2865
Southern New England, OH and KY;
T: (781) 400-2866
T: (781) 400-2862
Pacific Northwest and West Regions
T: (781) 400-2867