Boston Financial Management Expands to Cape Cod

by | Aug 10, 2020 | Announcement

Boston Financial Management Expands to Cape Cod
Boston Financial Management is pleased to announce the opening of a new office in Centerville, MA, expanding its reach to Cape Cod and the Islands. The office will be under the leadership of Managing Director, Stacy Austin Reinhart.
 
“Having a presence in Centerville allows us to connect with our existing Cape Cod and Island clients as well as continue to grow,” says Reinhart. “We are able to provide a holistic, hands on approach to wealth management, while still utilizing the resources of a larger Boston-based firm.” As a long-time resident of Cape Cod, Stacy hopes to give back to the community by offering space for nonprofit organizations to hold board meetings.

Stacy brings 26 years of experience in wealth management and expertise, working with individuals and multi-generational families. Before joining Boston Financial Management in 2016, Stacy held various roles, including Managing Director and Portfolio Manager at Emerson Investment Management, US Trust/Bank of America (previously State Street Global Advisors) and Cape Cod Bank & Trust. She lives locally on Cape Cod and is a long-time member and previous Treasurer of the Barnstable Land Trust.

 

“The decision to open a Cape Cod and Islands office was a logical step for Boston Financial Management,” says Steve Kenney, President and Chief Investment Officer. “Under Stacy’s leadership, our presence in Centerville will allow us to continue to support our clients in a convenient location, as well as open new opportunities. We are excited for what the future has in store on Cape Cod.

 

| wealth management

Stacy Reinhart

The new Boston Financial Management Cape Cod and Islands Office is located at 1597 Falmouth Road, Centerville, MA 02632.

| wealth management