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The Bulfinch Group jobs and careers

Needham, MA, United States

About The Bulfinch Group

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

Founded
1994
Employees
125
Headquarters
Needham

Leadership

The top of The Bulfinch Group's org chart, with how many people report into each leader.

PKPhoto of Peter A. Klay

Peter A. Klay

Managing Director

51 reports

GGPhoto of Gracio Garcia

Gracio Garcia

Director Of Investments

19 reports

MJPhoto of Mary Anne Johnson

Mary Anne Johnson

New Business Manager

3 reports

DGPhoto of Dylan Grocer

Dylan Grocer

Director - Pre-career Training (internship)

3 reports

EMPhoto of Ellie McCoy

Ellie McCoy

Director of Talent Acquisition

2 reports

FSPhoto of Fawn Sherman

Fawn Sherman

Director Of Operations

2 reports

JPPhoto of Justin Plourde

Justin Plourde

Head Of Agency Technology

1 report

CCPhoto of Caroline Bonnar Christiano

Caroline Bonnar Christiano

Director Of Marketing

1 report

NFPhoto of Nathalia Fernandes

Nathalia Fernandes

Director Of Client Relations

1 report

Jobs at The Bulfinch Group

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