Dedicated professionals striving to exceed your business needs.

Build Relationships

Form long lasting, trusting relationships to help build your business and ongoing professional network.

Timely Support

Become educated on tactical strategies that can help your clients avoid large, bear market losses in their portfolios.

Provide Insights

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.”

Bob Peatman

BCM’s Regional Consultants

Providing regional support for your investment goals.

Locate Your BCM Consultant

Rick Darr

Southern New England Region, OH and KY

rdarr@investBCM.com
(617) 874-7060

Read Rick's Bio

Rick is the Ohio and Southern New England Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Rick’s current responsibilities include business development and relationship management for BCM’s retirement strategies, working closely with financial advisors within the bank trusts, independent, and insurance broker dealer channels.

Prior to joining BCM, Rick held various sales positions working primarily with annuities and mutual fund vehicles. He began his career as a mutual fund account controller at State Street Corporation, transferred to SunLifeFinancial and later joined Guardian Investors as an internal wholesaler. He then spent eight years at FundQuestbecoming a regional vice president and most recently, four years at AssetMarkas a leading senior regional consultant. With a strong history of helping advisors solve time, growth, and capacity challenges, Rick has become well versed in portfolio construction utilizing multiple asset allocation approaches. He is a now adept in helping advisors transition from commissions to fee-based portfolios.

Rick graduated from Roger Williams University, with a B.S. in Accounting and minor in Finance. He holds the Series 65 license. He currently resides in Massachusetts with his family and enjoys boating.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

Jim Bulger

Mid-Atlantic Region

jbulger@investBCM.com
(201) 953-2045

Read Jim's Bio

Jim is the Mid-Atlantic Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Jim has been responsible for sales and business development of BCM’s tactical strategies. Jim also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Mid-Atlantic territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Jim began his career in financial services in 1995 at Northwestern Mutual where he started as a Financial Advisor. He then continued to Morgan Stanley, Salomon Brothers, and later Guardian holding various sales positions. In 2001, while at Fidelity Investments, Jim was promoted to regional vice president and in 2010, became the director of national sales at FundQuest. Most recently, he was a regional consultant at AssetMark. This diverse experience has given Jim the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.

Jim graduated from the University of Rhode Island with a Bachelor of Arts in Economics and holds the Series 65 license. He currently resides in Wayne, New Jersey with his wife Lindsey and two sons, Jack and Samuel.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

Zachary Stout

Southeast Region

zstout@investBCM.com
(407) 473-1591

Read Zach's Bio

Zach is the Southeast Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2017, Zach has been responsible for sales and business development of BCM’s core growth strategies. Zach also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southeast territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Zach was a Regional Consultant for EqisCapital Management and CurianCapital, consulting RIAsand BD advisors on asset allocation, portfolio construction and practice management topics throughout the South East. Preceding CurianCapital, Zach earned several accolades as an internal and hybrid wholesaler for Jackson National.

Zach has over a decade of experience in the investment industry, delivering investment expertise through multiple distribution channels. This diverse experience has given Zach the knowledge and professional insight into addressing time, growth and capacity challenges many advisors face.

Zach graduated with a Bachelor’s degree in Political Science from Colorado State University. He holds his Series 65. Zach is a candidate for the CIMA certification through the Yale School of Management.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

Josh Glazer

Midwest Region

jglazer@investBCM.com
(312) 218-7534

Read Josh's Bio

Josh is the Midwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2012, Josh has been responsible for sales and business development of BCM’s tactical strategies. Josh also is responsible for establishing successful relationships with financial advisors and registered investment advisors in the Midwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Josh spent nine years as a regional consultant with Envestnet. In this role, Josh consulted with independent broker dealer advisors and RIAs on asset allocation, portfolio construction and practice management on Envestnet’s fee-based platform. Preceding Envestnet, Josh held internal sales roles at AssetMark and Scudder Investments. This diverse experience has given Josh the knowledge and professional insight into solving time, growth and capacity challenges his advisors face.

Josh has over 17 years in the investment industry. He is a graduate of the University of Hartford and currently holds his Series 65 and the Life Insurance license. He currently resides in Chicago, Illinois with his wife and two children. Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

Wes Taylor

Southwest Region

wtaylor@investBCM.com
(214) 205-5980

Read Wes's Bio

Wes is the Southwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2014, Wes has been responsible for sales and business development of BCM’s tactical strategies. Wes is also responsible for establishing successful relationships with financial advisors and registered investment advisors in the Southwest territory, as well as assisting with overall asset allocation and investment portfolio recommendations.

Prior to joining BCM, Wes started his career in financial services in 2002 and has held several sales positions with companies such as Brinker Capital, BlackRock, MFS Investment Management and AssetMark. Wes has worked for both third party asset management platforms (TAMPs) and mutual fund management companies giving him a unique perspective on how advisors structure their businesses differently and uniquely.

Wes graduated from Baylor University, the Hankamer School of Business, with a BBA in Management. He currently holds the Series 65 license.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

David Waluk

Pacific West Region

dwaluk@investBCM.com
(415) 250-9372

Read David's Bio

Dave is the Pacific Northwest Regional Consultant of Beaumont Capital Management (BCM). Since joining the firm in 2016, Dave has been responsible for sales and business development of BCM’s tactical strategies. Dave is also is responsible for establishing successful relationships with financial advisors and product managers in the Pacific Northwest territory, as well as assisting other advisors with overall asset allocation and investment portfolio recommendations.

Dave has been in the financial services industry since 2000 and has experience in wealth management channels, capital markets, financial technology and boutique asset management firms. From 2000 through 2012 Dave was the CMO and Senior Managing Director at BondDesk Group LLC​,where he lead the retail fixed income trading platform in the U.S. More recently, he worked with the iShares Connect Group at BlackRock, providing consulting services and support to 3rd party ETF investment strategists.

Dave holds an MBA from the University of Michigan (Ann Arbor, MI), and two undergraduate degrees in Commerce and Psychology from the University of Windsor (Windsor, Ontario). He is based in Mill Valley, CA in the San Francisco Bay area.

Our regional consultants are supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.

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.

Locate Your BCM Consultant

William Wise, CRPC®

Senior Retirement Consultant
Northeast Region Internal Consultant

T:   (781) 400-2865
E:   wwise@investbcm.com

Jonathan Dacanay

Southern New England, OH and KY;
Southwest Regions

T:   (781) 400-2866
E:   jdacanay@investbcm.com

Richard Thompson

Midwest Region
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T:   (781) 400-2862
E:   rthompson@investbcm.com

Brandon Anderson

Pacific Northwest and West Regions
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T:   (781) 400-2867
E:   banderson@investbcm.com

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