Boston Financial Management, LLC Employee Directory

Q: What is Boston Financial Management, LLC known for?

Boston Financial Management, LLC was founded in 1976. Boston Financial Management, LLC operates in the Financial Services industry.

Financial ServicesMassachusetts, United States51-200 Employees

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/

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

Boston Financial Management, LLC Global Highlights

North America
96

United States Of America
96

Boston Financial Management, LLC's Leadership

G. V.
Chief Executive Officer
Mobile Phone
Email
A. O.
Chief Planning Officer
Mobile Phone
Email
Z. C.
Chief Operating Officer Chief Compliance Officer And Director Of Client Service
Mobile Phone
Email
M. B.
President And Chief Executive Officer
Mobile Phone
Email
G. G.
First Vice President
Mobile Phone
Email
K. S.
Vice President, It Project Manager
Mobile Phone
Email
K. S.
Vice President, Development Risk Management
Mobile Phone
Email
A. P.
First Vice President - Fund Management
Mobile Phone
Email

Contact profiles from Boston Financial Management, LLC

Name

Title

Contact Info

Location

Last Update

I. S.
Maintenance Technician
Mobile Phone
Email
Oct 23, 2024
J. O.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Jul 06, 2024
J. B.
Financial Data Analyst
Mobile Phone
Email
United StatesMassachusetts
Aug 03, 2025
K. D.
Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Apr 25, 2025
L. B.
Client Service Associate
Mobile Phone
Email
Oct 16, 2024
L. M.
Client Service Associate
Mobile Phone
Email
Oct 21, 2024
O. R.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Apr 26, 2025
T. K.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024
T. R.
Equity Research Analyst
Mobile Phone
Email
Jun 04, 2024
T. M.
Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 16, 2024

Frequently Asked Questions

What is Boston Financial Management, LLC known for?

Boston 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?

Boston 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?

Boston Financial Management, LLC has approximately 58 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Boston Financial Management, LLC's key employees include:

Chief Executive Officer: G. V.
Chief Planning Officer: A. O.
Chief Operating Officer Chief Compliance Officer And Director Of Client Service: Z. C.
President And Chief Executive Officer: M. B.
First Vice President: G. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking