

Philip Dubuque
Chief Investment Officer
Beaumont Financial Partners
United States, Massachusetts, Needham
About Me
Phil chairs the Beaumont Investment Committee. As Chief Investment Officer, he provides both market commentary and research analysis. He most recently served as an analyst and portfolio manager for Harvard Management Co., Inc., the endowment management arm of Harvard University, where he was responsible for over $2 billion within Harvard’s Core Equity strategy as well as a $300 million merger / arbitrage fund. Previously he was a portfolio manager for Chestnut Hill Management Company and Invesco Funds Group. While he was at Invesco, Morningstar*, the premier mutual fund rating service, designated Phil runner-up portfolio manager of the year for 1991 (for all mutual funds). Phil earned a BSBA
Profile Information
Chief Investment Officer
Beaumont Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Needham
Massachusetts
United States
May 15, 2024
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