Patricia M. Ferris
Vice President of Client Service and Training
Jeremy S. Glenn
Managing Director
Boston Financial Management welcomed two new team members in January 2022. Patricia Ferris joins as the Vice President of Client Service and Training, and Jeremy Glenn joins as Managing Director.
As Vice President of Client Service and Training, Patricia oversees the team of Client Service Associates, who provide direct support to the Wealth Managers and Associate Wealth Managers. With her team, Patricia specializes in building and delivering personalized client experiences and solutions to their financial needs. She also develops and implements firm-wide training initiatives and staff education programs.
Patricia graduated from the University of Massachusetts with a Bachelor of Arts degree in Economics and received her Masters in Business Administration from the Sawyer School of Business at Suffolk University.
As Managing Director, Jeremy focuses on portfolio management and building long-term relationships with individuals and families. Jeremy also leads the firm’s marketing and distribution efforts.
Jeremy is a graduate of Emerson College with a Bachelor of Science in Marketing Communications and is currently enrolled in the Executive MBA program at Cornell University.