Brendan Dennis Ryan

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.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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.