TFC FINANCIAL MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 105062). Regulatory assets under management: $1.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Renee Kamyee Kwok | PRESIDENT, CEO | — |
| Constance Haehnel Wyllie | CHIEF COMPLIANCE OFFICER | — |
| Leann Nathan Sullivan | SR. VICE PRESIDENT | — |
| Brian Joseph Presti | CHIEF INVESTMENT OFFICER | — |
| James Lippitt Joslin | TRUSTEE | — |
| Stephen James Oneill | TRUSTEE | — |
| Patricia Bee O'Neill | TRUSTEE | — |
| Sarah V Joslin | TRUSTEE | — |
| JOSLIN JAMES LIPPITT | CHAIRMAN; CHAIRMAN / CHIEF EXECUTIVE OFFICER; CHAIRMAN/CHIEF EXECUTIVE OFFICER (+6 more) | — |
| ONEILL STEPHEN JAMES | PRINCIPAL | — |
| KWOK RENEE KAMYEE | PRESIDENT; PRESIDENT, CEO; PRINCIPAL | — |
| MECKEL TIMOTHY STEPHAN | MANAGING PRINCIPAL; MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| KERN DANIEL STEVEN | CHIEF INVESTMENT OFFICER | — |
| WYLLIE CONSTANCE HAEHNEL | CHIEF COMPLIANCE OFFICER | — |
| PRESTI BRIAN JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SULLIVAN LEANN NATHAN | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| Sarah V. Joslin | TRUSTEE | — |