Janet joined Boston Financial Management in 2014 as a Client Service Associate. She provides support to the portfolio managers, serves as a point of contact for clients, and is responsible for account administration.
Janet has over 25 years’ experience in Wealth Management Services. Her background and career experiences include Trust Administrator, Operations Manager, and Relationship Manager. Janet has previously worked for Welch & Forbes, LLC, Hale and Dorr, LLP, and North American Management Corp. in the Boston area.