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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
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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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