| wealth management

Charles J. Zambri

Chief Operating Officer/Chief Compliance Officer
[email protected]
(617) 275-0364

Full Bio

As the Chief Operating Officer, Charlie is responsible for Boston Financial Management’s day-to-day operations, technology infrastructure, and executing the firm’s strategy. He also has oversight of all client service policies and procedures. As Chief Compliance Officer, Charlie administers the compliance program and keeps the firm informed of all pertinent regulatory matters.

Charlie spent many years with State Street Bank and Trust, where he held various positions, including Assistant Vice President in their Wealth Manager Services Division.

Charlie is a graduate of Saint Michael’s College with a Bachelor of Science degree in Business Administration and received his Master’s degree in Business Administration and a Master’s of Science degree in Finance from Boston College’s Carroll School of Management.

Industry Accreditations & Affiliations

Investment Advisor Association – Member

Personal Interests

Charlie enjoys spending time with his family, running and golfing.