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Boston Financial Management, LLC Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Boston Financial Management, LLC provides wealth management services for individuals, families, endowments, and institutions, combining investment management with financial planning to address a range of financial goals. The firm places a strong emphasis on client service and builds its practice around long-standing client relationships. As an independent advisory firm, it operates within the financial services industry.

Headquartered in Boston, Massachusetts, its origins lie in a private firm that offered investment counseling and was established in 1976, and it has grown over more than four decades into a wealth manager. It is an independent adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm operates as a midsize practice within the financial services landscape.

Find Boston Financial Management, LLC employees' phone numbers or email addresses

Boston Financial Management, LLC Global Highlights

Location
Employees

North America
108

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  • United States Of America
    108

Boston Financial Management, LLC's Leadership

  • Stylized image of a person
    G. V.
    Chief Executive Officer
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    Mobile Phone
  • Stylized image of a person
    A. O.
    Chief Planning Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. L.
    Senior Vice President Asset Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Director Of Fixed Income
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    Mobile Phone
  • Stylized image of a person
    L. L.
    Managing Director And Wealth Manager
    Phone icon
    Mobile Phone

Boston Financial Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Boston Financial Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Account Manager And Equity Production Group
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    V. G.
    Senior Software Developer
    Phone icon
    Mobile Phone
    Jun 11, 2025
  • Stylized image of a person
    B. L.
    Equity Research Analyst
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. S.
    Financial Reporting Analyst
    Phone icon
    Mobile Phone
    Mar 15, 2024
  • Stylized image of a person
    I. S.
    Maintenance Technician
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. B.
    Client Service Associate
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    L. M.
    Client Service Associate
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    T. R.
    Equity Research Analyst
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    W. F.
    Accountant Portfolio Accounting
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. C.
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Boston Financial Management, LLC known for?

Minus sign iconPlus sign iconBoston Financial Management, LLC was founded in 1976 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-617-338-****
. Explore Boston Financial Management, LLC's company overview page for more information.

What is Boston Financial Management, LLC's most common email format?

Minus sign iconPlus sign iconBoston Financial Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boston Financial Management, LLC email formats with LeadIQ.

How many employees does Boston Financial Management, LLC have currently?

Minus sign iconPlus sign iconBoston Financial Management, LLC has approximately 58 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Boston Financial Management, LLC's key employees and leadership?

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As of July 2026, Boston Financial Management, LLC's key employees include:

  • Chief Executive Officer: G. V.
  • Chief Planning Officer: A. O.
  • Senior Vice President Asset Management: R. L.
  • Managing Director: B. G.
  • Managing Director: C. K.

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