Boston Financial Management, LLC logo

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.

KSPhoto of Kathleen Sablone

Kathleen Sablone

Chief Planning Officer

2 reports

DCPhoto of Dana Clark

Dana Clark

Managing Director

2 reports

JG

John Goldthwait

Managing Director

JDPhoto of Julie Dunn

Julie Dunn

Administrative Coordinator

ACPhoto of Aep® Susan Black Cfp®, Cap®

Aep® Susan Black Cfp®, Cap®

Managing Director

JCPhoto of Jonathan Cottrell

Jonathan Cottrell

Managing Director

KK

Kc King

Managing Director

AM

Alan MacDonald

Managing Director

KCPhoto of Kristina Foreman Jd, Ctfa

Kristina Foreman Jd, Ctfa

Estate And Financial Planner

ARPhoto of Ali Russo

Ali Russo

Estate And Financial Planning

TR

Tim R.

Equity Research Analyst

TFPhoto of Timothy Farina

Timothy Farina

Equity Research Analyst

Jobs at Boston Financial Management, LLC

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