Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Retirement Industry People Moves
Beaumont Capital Management (BCM) hired Eric Biegeleisen, CFA, for the new role of director of Quantitative Research, effective June 16, 2016.
In addition to leading the quantitative analysis, Biegeleisen will also manage several future investment portfolios created for BCM. Biegeleisen’s deep analytics experience will expand BCM’s capabilities and investment strategies at a time of significant growth in the firm. BCM’s assets under management and administration have experienced a threefold increase over the past two years to more than $2.8 billion.
“Eric will oversee and lead our quantitative team focusing on the development of new rules-based investment strategies and continue to serve as a thought leader in the industry. With Eric on board, we are better positioned to capitalize on areas that align with our defensive approach and commitment to comprehensive research.” says Dave Haviland, managing partner and portfolio manager of BCM.
Biegeleisen joins BCM from Broadmeadow Capital, LLC, which he co-founded in 2014 and served as chief investment officer and portfolio manager. Previously, Biegeleisen worked for Windhaven Investment Management as a senior investment analyst and then director of research, specifically leading the firm’s quantitative modeling, product due diligence and portfolio structuring.
Biegeleisen earned his B.S. in electrical engineering from Trinity College in Hartford, Connecticut, an M.S. in electrical engineering from the University of Southern California and an MBA from Boston University’s Questrom School of Business. Biegeleisen also became a CFA charterholder in 2011.
NEXT: Ellen Lander’s firm joins Global Retirement PartnersGlobal Retirement Partners (GRP), a registered investment adviser (RIA) and Office of Supervisory Jurisdiction (OSJ), recently welcomed Ellen R. Lander and her firm, Renaissance Benefit Advisors (RBA) of Jamison, Pennsylvania, to the GRP network.
RBA joins GRP from NFP and manages more than $2B in retirement plan assets.
Lander is a principal of RBA, a retirement plan consulting firm which specializes in helping retirement plan sponsors meet and manage their fiduciary responsibilities. RBA's services include plan design, fiduciary management, plan investment consulting, compliance and regulatory support services, fee benchmarking, fee negotiations and provider search services.
Lander highlighted GRP’s leadership, visionary thinking, brand recognition, and the quality of the other retirement advisers as some of the key reasons she joined GRP.
“We are incredibly excited to add someone of Ellen’s caliber to GRP,” says Geoff White, managing partner of Global Retirement Partners. “She brings a wealth of industry knowledge, leadership, and dedication to client service that serves as the standard for retirement planning.”