BEAUMONT FINANCIAL ADVISORS, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 322925). Regulatory assets under management: $3.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Edward Francis Hurley | CHIEF FINANCIAL OFFICER | — |
| Michael Harris Snyder | CHIEF COMPLIANCE OFFICER | — |
| Thomas Joseph Cahill | DIRECTOR OF WEALTH MANAGEMENT | — |
| Philip Julien Dubuque | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| FIORE GREGORY ANTHONY | DIRECTOR OF TAX SERVICES | — |
| CAHILL THOMAS JOSEPH | DIRECTOR OF WEALTH MANAGEMENT | — |
| HURLEY EDWARD FRANCIS | CHIEF FINANCIAL OFFICER | — |
| DUBUQUE PHILIP JULIEN | CHIEF INVESTMENT OFFICER | — |
| SNYDER MICHAEL HARRIS | CHIEF COMPLIANCE OFFICER | — |
| Brandon Guy Beauvais | CO-CHIEF INVESTMENT OFFICER | — |