As a Managing Director and Wealth Manager, K.C. manages the portfolios of individuals, families and institutions, and works with the Executive Management team on firm strategy and goals.

K.C. joined Boston Financial Management at the time of the merger with Emerson Investment Management, where he was a Managing Director and Portfolio Manager. He has also held senior roles at Middleton & Company, Scudder, Stevens & Clark, and Morgan Guaranty Trust.

K.C. is a graduate of Harvard College.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

New York Society of Security Analysts – Member

Investment Advisers Association Board of Governors – Member 2004-2015

Charitable & Community Involvement

Peabody Essex Museum – Former Chair of the Board of Advisors

St. Paul’s School, Concord, NH – Former Trustee

Head of the Charles Regatta – Former Race Director and Trustee