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Career history of Dave Haviland
Former positions of Dave Haviland
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 31/12/2019 | 31/12/2021 |
Investment Committee Member | 31/12/2019 | 31/12/2021 | |
Portfolio Manager-Equities | 31/12/2019 | 31/12/2021 | |
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. | Investment Committee Member | 30/09/2000 | 30/11/2019 |
Portfolio Manager-Equities | 30/09/2000 | 30/11/2019 | |
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 | - | 30/12/1992 |
Training of Dave Haviland
University of Vermont | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
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