Boston, MA Office

Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Courtney Doyle is a financial advisor at Algorithmic Investment Models with 12 years of industry experience. She holds a Series 65 designation and has worked at Algorithmic Investment Models since 2020, following five years at Beaumont Financial Partners. Algorithmic Investment Models offers ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to produce daily ETF rankings and tactical allocations.

Brendan Ryan is a CFA® charterholder with 13 years of industry experience. He has worked at Algorithmic Investment Models, LLC since 2020 and previously spent seven years at Beaumont Financial Partners, LLC. He serves on the DWS RIA Advisory Board, participating in networking and idea sharing within the national RIA community. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a variety of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

Andrew Rice is a financial advisor with Algorithmic Investment Models, holding a Series 65 designation and five years of industry experience. He has been with the firm in its various forms since 2017. Outside of his advisory role, he serves as a shareholder and emeritus consultant for Bolster Mission Consulting, providing pro bono strategic planning and data analysis services to nonprofit organizations. Algorithmic Investment Models specializes in ETF-based portfolio management and model delivery for a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment approach using proprietary systems that integrate machine learning and behavioral finance.

Todd Rice is a financial advisor with Algorithmic Investment Models and holds Series 63 and Series 65 credentials. He has four years of industry experience, all with Algorithmic Investment Models, LLC, where he has worked since 2022. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, high-net-worth individuals, and government clients. The firm uses a quantitative, technology-driven investment process featuring machine learning and behavioral-finance concepts to deliver daily ETF rankings and tactical allocations.