Boston Financial Management is excited to welcome two new Managing Directors to the team, Yvan P. Bodart, CFA, and Donna M. Scotti.
As a Wealth Manager and Managing Director, Yvan works with individuals, families, and institutions to collaboratively develop and implement their investment and wealth management goals. He is a graduate of McGill University, where he was a double major in economics and history, and is a Chartered Financial Analyst®.
As a Wealth Manager and Managing Director, Donna offers clients expertise across a broad range of wealth management strategies through the integration of investment and fiduciary management with estate, financial, and tax planning. Partnering with high-net-worth individuals and families, entrepreneurs and business owners, trust donors and beneficiaries, and institutions and non-profits, Donna develops solutions to achieve her clients’ multigenerational goals. Donna graduated from Boston College’s Carroll School of Management (“BC”) with a Bachelor of Science in Accounting and earned her Master of Business Administration from BC’s Graduate School of Management.
Professional Designation Minimum Requirements Disclosures:
CFA® – Chartered Financial Analyst. Minimum requirements for the CFA® designation include an undergraduate degree and four years of professional experience involving investment decision-making, in addition to successful completion of each of the three CFA level examinations.