BOSTON FINANCIAL MANAGEMENT LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 112360). Regulatory assets under management: $5.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Showing 25 of 59 people.
| Name | Role | Location |
|---|---|---|
| Brian J Walsh | MANAGING DIRECTOR, MEMBER | Wayne, PA |
| Michael Lawrence Brown | VICE CHAIRMAN, MEMBER | — |
| Richard Harding Morse | CHAIRMAN; TRUSTEE | — |
| Susan Gaukler Zimmerman | MANAGING DIRECTOR | — |
| Geoffry Adolphe Juviler | MANAGING DIRECTOR, MEMBER | — |
| Dana Farrell Clark | MANAGING DIRECTOR, MEMBER | — |
| Jonathan D Lynch | MANAGING DIRECTOR, MEMBER | — |
| Brad Michael Weafer | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Charles J Zambri | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | — |
| Clarence Hopkins King | MANAGING DIRECTOR, MEMBER | — |
| Stacy Austin Reinhart | MANAGING DIRECTOR, MEMBER | — |
| Abigail Marr Psyhogeos | MANAGING DIRECTOR, MEMBER | — |
| Alisa Kim O'Neil | DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER | — |
| Kathleen Margaret Sablone | DIRECTOR OF WEALTH PLANNING, MEMBER | — |
| Timothy Michael Robinson | RESEARCH ANALYST, MEMBER | — |
| Timothy James Farina | RESEARCH ANALYST, MEMBER | — |
| Louis Pyle Crosier | PRESIDENT, CEO | — |
| GARDNER BRADFORD | MANAGING DIRECTOR, MEMBER; VICE CHAIRMAN AND MANAGING DIRECTOR, MEMBER | — |
| KING CLARENCE HOPKINS | MANAGING DIRECTOR, MEMBER | — |
| KAHN JEFFREY IAN | MANAGING DIRECTOR | — |
| WALSH EDWARD J | MANAGING DIRECTOR; MANAGING DIRECTOR, MEMBER | — |
| CROSIER LOUIS PYLE | PRESIDENT, CEO | — |
| FERLAZZO LESLIE ALLEN | PRESIDENT | — |
| MORSE RICHARD HARDING | CHAIRMAN; CHAIRMAN AND ELECTED MANAGER; CHAIRMAN & PRESIDENT (+2 more) | — |
| ABBOTT JOHN HAYDEN | DIRECTOR; EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR (+1 more) | — |