As a Client Service Associate, Doug provides support to the portfolio managers, serves as a point of contact for clients, and is responsible for account administration. He also handles proxies and class actions, oversees money movement, and serves as the Senior Equity Trader.
Doug joined Boston Financial Management in 2008. Since joining the firm, he has held various positions in client service, operations and trading. Currently, Doug is part of the ETF Committee.
Prior to joining Boston Financial Management, Doug was a Senior Client Service Administrator with State Street Bank & Trust. Doug also held client service positions at JP Morgan Investor Services, as well as in the insurance industry.
Doug earned a Bachelor of Arts degree at Olivet Nazarene University. He is also a graduate of the Cannon Financial Institute Trust School, and has earned his Certified Trust and Financial Advisor designation.
Charitable & Community Involvement
Beverly YMCA – Coaching Boys Recreational Basketball
Living Hope Church, Beverly – Teaching Children’s Christian Education