Brian J. Walsh, CFP®

Managing Director

As a Managing Director and Wealth Manager, Brian works with individuals and multi-generational families. He is responsible for helping clients articulate their investment and wealth management goals and develop strategies to help them achieve their objectives. Brian also educates next-generation family members about the financial markets and estate planning.

Before joining Boston Financial Management in 2018, Brian was a Partner and Portfolio Manager at Brown Advisory.   Previously, Brian was a founding partner at Highmount Capital and a Senior Vice President at Atlantic Trust Company. Brian started his career at The Boston Company.

Brian holds a Bachelor of Science in Business Administration from Saint Michael’s College and a Master’s degree in Business Administration from Suffolk University.

Industry Accreditation and Affiliations

Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.

Member – Boston Estate Planning Council

Series 65 License

Past Professional Advisor – The Boston Foundation

 

Charity and Community Involvement

Trustee – Boys and Girls Clubs of Boston

Trustee – Malden Catholic High School

Participant – LeadBoston 2017

 

Personal Interests

Brian enjoys spending time on Cape Cod with his wife and three sons, running, golfing and skiing.

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