CoverProfile

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
View more

Profile Information

Chief Investment Officer

Beaumont Financial Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Needham

Massachusetts

United States

May 15, 2024

More profiles to browse

GD
Gavin Davis
Alternative Investment Analyst
BD
Brian D. Corcoran
Beaumont Financial Partners
Profile Photo
Tom Cahill
Partner, Director of Wealth Management and Relationship Manager
Profile Photo
Rob Schneider
Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation