Thomas J. Cahill, CPA, MBA - Relationship Manager
Tom is a Managing Partner of Beaumont Financial Partners (BFP) where he leads the wealth management business and supports the management of Beaumont Capital Management (BCM). Tom’s responsibilities include client relationship management, tax and financial planning, endowment consulting and alternative investment sourcing and analysis. Tom is co-chairman of the BFP Investment Committee and contributes to the BCM Investment Committee.
After completing his undergraduate degree at Georgetown University, Tom entered the financial services business in 1986. He later earned an MBA at Babson College, where he also served as a Visiting Lecturer after graduate school. Prior to joining BFP in 1994, Tom held various tax management roles at General Electric Capital Corporation and PriceWaterhouseCoopers LLP. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs.
Tom is active in his community including serving as a board member and Treasurer for the Medfield Youth Soccer and Medfield Youth Basketball organizations. He has also spent many hours coaching all three of his children in various sports. In addition, Tom is a board member for several nonprofit entities and private companies and has particular planning expertise relative to professional athletes.
David M. Haviland - Relationship Manager
Dave is a Managing Partner of Boston-based Beaumont Financial Partners and the lead Portfolio Manager of Beaumont Capital Management (BCM). In addition to managing the BCM strategies, his responsibilities include Chairing the BCM Investment Committee, strategy creation, thought leadership and ongoing business development.
With three decades of experience, Dave has 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 BCM Strategies. In 1993, Dave joined his father at H & Co. Financial Services and in October 2000, under his management, Dave merged H & Co. into Beaumont Financial partners (BFP). In 2009, Dave created the BCM division and has been the steward of BCM’s rapid yet purposeful growth.
Outside of the office, Dave has always been active in his community. He has served as Treasurer for several organizations, volunteered six years on the Dover School Committee, including multiple chairmanships, and currently serves as Dover’s Assistant Town Moderator. Dave is a graduate of Deerfield Academy and an honors graduate of the University of Vermont.
Peter M. Girard, CFP® - Relationship Manager
Peter’s responsibilities include client relationship management, financial planning, charitable gift consulting, and income planning.Peter has been in the financial services business since 1994. Peter graduated from Assumption College where he majored in economics and minored in both finance and accounting. He began his career at Gruntal & Co. Inc. as a Registered Representative. Peter joined Fidelity Investments in 1997. He spent time in their Institutional Services and Brokerage divisions prior to becoming a Financial Planning Consultant in Fidelity’s Back Bay Investor Center. Peter has been a Certified Financial Planner™ (CFP) since 2003 and holds his Series 66 securities license as well as life, accident and health insurance licenses.
Daniel B. Jacob - Relationship Manager
Dan’s responsibilities include client relationship management, nontraditional security analyst, and retirement income planning.
Dan has been in the financial services business since 1995. Dan graduated cum laude from the University of Massachusetts at Amherst where he majored in finance and operations management. He entered the investment management business in 1995 with Fidelity Investments in their Institutional Group. Dan moved to Fidelity’s Back Bay Investor Center in 1998 as a Financial Planning Consultant. He holds the Series 65 securities license as well as life, accident and health insurance licenses.
Charles M. Garabedian, MBA, CFS - Relationship Manager
Chuck’s responsibilities include client relationship management, financial planning and mutual fund analyst.
Chuck has been in the financial services business since 1986. Chuck is a graduate of the University of Massachusetts at Amherst with a major in economics. He also earned an MBA from Suffolk University’s Sawyer School of Business. Chuck’s experience includes 17 years with Fidelity Investments including Vice President positions in the Fidelity Money Management Group and the Product Planning and Development Group within the Personal Investments Division. He holds the Series 66 securities license, as well as his Certified Fund Specialist (CFS) designation.
Forbes Barber - Relationship Manager, CFP®
Forbes' responsibilities include client relationship management, special project support, reporting, new client documentation, sales support, various projects and administrative tasks as necessary.
Forbes joined Beaumont in 2008. He has assumed expanded responsibilities in the investment management area of our firm. Forbes is a Certified Financial Planner™ (CFP) and currently holds the Series 65 securities license. He was educated at Connecticut College where he received a B.A. in American Studies. Forbes also organized an Olympic campaign for the 2008 Summer Olympics.
Robert DePascale - Relationship Manager
Rob has been in the financial services business since 2000. He earned an economics degree from Tufts University, which was followed earning his Juris Doctor, cum laude, from Suffolk University Law School, and his Masters in Finance degree from the Sawyer School of Business at Suffolk University. During law school, Rob also served as an editor for Suffolk University’s Transnational Law Review.
Prior to joining Beaumont, Rob spent his entire 10 year career working for Fidelity Investments, where he held various relationship management roles, and was the recipient of Fidelity’s prestigious President’s Circle Award. Rob currently holds his Series 66, as well as life, accident and health insurance licenses, and is a member of the Massachusetts Bar Association and the Boston Estate Planning Council.
Robert S. Alimena, CFP®- Relationship Manager
Bob's responsibilities include client relationship management, retirement planning, tax and estate planning. Bob also serves as a member of the Beaumont Investment Committee and currently works out of New York.
For over a decade Bob has been working with individuals and families to identify and acheive their financial planning and investment goals. Bob’s experience includes working as a Wealth Manager with both Manning & Napier and USAA and, prior to rejoining Beaumont, working with NYC based investment firm Gerstein Fisher. He earned his Bachelor's degree in Economics from SUNY Geneseo and MBA from Rochester Institute of Technology. Bob is a Certified Financial Planner™ and a member of the Financial Planning Association.
Daniel R. Zibinskas - Relationship Manager
Dan brings a deep level of experience working with high and ultra-high net worth families and their advisors. He joined Beaumont in 2011 from a boutique investment-consulting firm in Boston. Prior to his role as a consultant, Dan spent 10 years at BNY Mellon as a Senior Portfolio Manager and 7 years at Brown Brothers Harriman & Co.
In addition to advising individual clients and their families, Dan also serves as a member of the firm’s investment committee. He graduated with a degree in Economics from Wake Forest University. He holds his Series 65 registration. Dan is a member of both the Boston Security Analysts Society and the CFA Institute.
Daniel Stanzler - Relationship Manager
Daniel joined Beaumont in 2014 and has over 17 years of experience in the investment management business. In addition to advising individual clients and their families, Dan also serves as a member of the firm’s investment committee. He holds his Series 65 registration.
Prior to Beaumont, Dan was a Portfolio Manager at Surveyor Capital, a subsidiary of Citadel, LLC and a Sr. Analyst at North Bay Capital and Deutsche Bank. Dan completed his undergraduate education at Brown University and received an M.B.A from Columbia University
Adam Wojtkowski - Relationship Manager
Adam is responsible for client education, account management and retirement planning for existing and prospective clients. He provides ongoing communication to clients regarding market and economic commentary as well as providing portfolio updates.
Adam has been in the financial services industry since 2003. He started as a representative at Mutual of Omaha before spending seven years at Fidelity Investments assisting clients with their their retirement goals and finding appropriate investment solutions and ultimately joingin Beaumont. With a strong history of retirement planning, Adam has become well versed in product knowledge and maintaining a goals-based approach to all client situations.
Adam is a graduate of Assumption College where he majored in Accounting. He became a CERTIFIED FINANCIAL PLANNER™ Professional in 2010 and an IRS Enrolled Agent in 2015.
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