Boston Financial Management, LLC jobs and careers
Boston, MA, United States
About Boston Financial Management, LLC
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/
- Employees
- 11 to 50
- Headquarters
- Boston
Leadership
The top of Boston Financial Management, LLC's org chart, with how many people report into each leader.
Kathleen Sablone
Chief Planning Officer
2 reports
Dana Clark
Managing Director
2 reports
John Goldthwait
Managing Director
Julie Dunn
Administrative Coordinator
Aep® Susan Black Cfp®, Cap®
Managing Director
Jonathan Cottrell
Managing Director
Kc King
Managing Director
Alan MacDonald
Managing Director
Kristina Foreman Jd, Ctfa
Estate And Financial Planner
Ali Russo
Estate And Financial Planning
Tim R.
Equity Research Analyst
Timothy Farina
Equity Research Analyst
Jobs at Boston Financial Management, LLC
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