Profil
Mr. David M.
Haviland is a Managing Partner & Portfolio Manager at Beaumont Capital Management LLC.
In addition to managing the Beaumont Capital Management strategies, his responsibilities include chairing the firm Investment Committee, strategy creation, thought leadership and ongoing business development.
He has over three decades of experience.
In 2009, he created Beaumont Capital Management division and has been the steward of firm rapid yet purposeful growth.
He serves as Dover’s Assistant Town Moderator.
Mr. Haviland as worked in the financial industry since 1986 and has spent most of his career as an Investment Advisor.
His advisory background has provided him with a unique perspective on managing the Beaumont Capital Management Strategies.
In 1993, Mr. David Haviland joined his father at H & Co. Financial Services and in October 2000, merged H & Co. into Beaumont Financial Partners (BFP).
Mr. Haviland was also employed as a Principal by Cigna Holding Co. He has served as Treasurer for several organizations, volunteered six years on the Dover School Committee, including multiple chairmanships.
He received his undergraduate degree from the University of Vermont.
Anciens postes connus de Dave Haviland
| Sociétés | Poste | Fin |
|---|---|---|
Beaumont Capital Management LLC
 Beaumont Capital Management LLC Investment ManagersFinance Beaumont Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded in 2019 as a spun off from Beaumont Financial Partners LLC. In 2022, BCM was acquired by Algorithmic Investment Models LLC (AIM). Both BCM and AIM are owned by a holding company, Algorithmic Research + Trading LLC (ART) but continue to exist as separate legal entities and conduct business as usual. BCM provides investment advice to individuals and other types of clients. | Directeur Général | 01/01/2022 |
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Membre du Comité d'Investissement | 01/12/2019 |
Cigna Holding Co.
 Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 31/12/1992 |
Formation de Dave Haviland
| University of Vermont | Undergraduate Degree |
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| Entreprise privées | 3 |
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Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Finance |
Beaumont Capital Management LLC
Beaumont Capital Management LLC Investment ManagersFinance Beaumont Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded in 2019 as a spun off from Beaumont Financial Partners LLC. In 2022, BCM was acquired by Algorithmic Investment Models LLC (AIM). Both BCM and AIM are owned by a holding company, Algorithmic Research + Trading LLC (ART) but continue to exist as separate legal entities and conduct business as usual. BCM provides investment advice to individuals and other types of clients. | Finance |
