Kristin Vespucci-Case

Director of Technology

Full Bio

As the Director of Technology, Kristin is responsible for overseeing the firm’s infrastructure activities, network, and data security as well as maintaining data integrity in the firm’s back office and client reporting systems.

Kristin joined Boston Financial Management in 2016. She has over 20 years of experience in the financial services and wealth management field. Before joining Boston Financial Management, she held several roles at Emerson Investment Management, including Administration Director and Chief Compliance Officer. Prior to joining Emerson, Kristin was a Statistical Performance Analyst with Putnam Investments.

Industry Accreditation & Affiliations

Advent Users Group – Former Executive Board Member

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