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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
106

Minus sign iconPlus sign icon
  • United States Of America
    106

Boston Financial Management, LLC's Leadership

  • Chief Executive Officer at Boston Financial Management, LLC
    G. V.
    Chief Executive Officer
    Mobile Phone
  • Chief Planning Officer at Boston Financial Management, LLC
    A. O.
    Chief Planning Officer
    Mobile Phone
  • Managing Director at Boston Financial Management, LLC
    B. G.
    Managing Director
    Mobile Phone
  • Managing Director at Boston Financial Management, LLC
    C. K.
    Managing Director
    Mobile Phone
  • Managing Director at Boston Financial Management, LLC
    E. G.
    Managing Director
    Mobile Phone
  • Managing Director And Wealth Manager at Boston Financial Management, LLC
    L. L.
    Managing Director And Wealth Manager
    Mobile Phone
  • Senior Vice President Asset Management at Boston Financial Management, LLC
    R. L.
    Senior Vice President Asset Management
    Mobile Phone
  • Director Of Fixed Income at Boston Financial Management, LLC
    K. B.
    Director Of Fixed Income
    Mobile Phone

Boston Financial Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Other
  • Community & Social Services

Contact profiles from Boston Financial Management, LLC

Name
Title
Contact
Location
Last Update
  • Chief Planning Officer at Boston Financial Management, LLC
    A. O.
    Chief Planning Officer
    Mobile Phone
    Oct 16, 2024
  • Managing Director at Boston Financial Management, LLC
    B. G.
    Managing Director
    Mobile Phone
    Oct 17, 2024
  • Managing Director at Boston Financial Management, LLC
    C. K.
    Managing Director
    Mobile Phone
    Aug 15, 2026
  • Managing Director at Boston Financial Management, LLC
    E. G.
    Managing Director
    Mobile Phone
    Oct 21, 2024
  • Chief Executive Officer at Boston Financial Management, LLC
    G. V.
    Chief Executive Officer
    Mobile Phone
    Oct 22, 2024
  • Managing Director And Wealth Manager at Boston Financial Management, LLC
    L. L.
    Managing Director And Wealth Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Vice President Asset Management at Boston Financial Management, LLC
    R. L.
    Senior Vice President Asset Management
    Mobile Phone
    Jun 27, 2025
  • Director Of Fixed Income at Boston Financial Management, LLC
    K. B.
    Director Of Fixed Income
    Mobile Phone
    Oct 21, 2024
  • Manager, Accounting at Boston Financial Management, LLC
    B. C.
    Manager, Accounting
    Mobile Phone
    Jun 16, 2025
  • Client Service Manager/Compliance Associate at Boston Financial Management, LLC
    M. C.
    Client Service Manager/Compliance Associate
    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 and operates in the Financial Services industry. You can contact Boston Financial Management, LLC's 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 FirstL@bfminvest.com. 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?

Minus sign iconPlus sign icon

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

  • Chief Executive Officer: G. V.
  • Chief Planning Officer: A. O.
  • Managing Director: B. G.
  • Managing Director: C. K.
  • Managing Director: E. G.

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