As Vice Chairman and Managing Director, Mike is responsible for business development, mergers and acquisitions, as well as talent searches.  Mike’s passion is client service, and his primary responsibility ensuring Boston Financial Management keeps its clients happy and informed. His career has been focused on providing financial, tax, and estate planning services to high net-worth individuals.

Mike worked at KPMG as a Senior Tax Manager before leaving in 1982 to form Brown & Brown, which later merged into a national CPA firm.

Mike graduated from the College of the Holy Cross with a Bachelor of Arts degree in Economics and received his Juris Doctor from the New England School of Law.

Industry Accreditations & Affiliations

Massachusetts Society of CPAs – former Chairman

Attorney and Certified Public Accountant

Boston Estate Planning Council – Honorary Director of the Board

Charitable & Community Involvement

Board of Community Work Services for the Disabled

International Bipolar Foundation

Personal Interests

Mike and his wife Cathy have three children and live in Manchester-by-the-Sea. When not spending time with his family, Mike enjoys playing golf.

As President and Chief Executive Officer, Louis is responsible for the day-to-day management of the firm and executing its long-term strategic plan. His top priority is listening to our clients and understanding their wealth management needs.

Louis has over 20 years of wealth management experience, most recently as President of Asset Allocation Strategies at Cambridge Trust Company. Cambridge Trust acquired Wellesley Investment Partners where Louis served as President. Louis began his wealth management career at Goldman Sachs. In 2002, he joined Windward Investment Management as Principal and subsequently Managing Principal. Windward was acquired by the Charles Schwab Corporation in 2010.

Louis attended Dartmouth College where he pursued a double major in psychology and French literature. He received his Master’s in Education from Harvard University and a Master of Business Administration from Dartmouth’s Amos Tuck School. He is the author of Selling Your Business: The Transition from Entrepreneur to Investor (Wiley, 2004) and continues to enjoy research and writing.

Charitable & Community Involvement

Foundation for MetroWest – Former Board Member

Youth Tennis Foundation – Former Board Member

Roxbury Preparatory Charter School – Former Board Member

Personal Interests

When not in the office, Louis can be found with his family and Boykin spaniel, Vixen. He enjoys skiing and tennis and is a voracious reader.

As a Client Service Associate, Mouna supports the wealth managers and serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests, and provides operational support.

Mouna joined Boston Financial Management with an extensive background in wealth management, having most recently served as a Senior Associate in Client Advisory at TwinFocus Capital. She has also held various roles at Eastern Bank.

Mouna received a Bachelor’s degree from the Institut Supérieur de Formation aux Techniques de Gestion and an Associate’s degree from the University Abdelmalek Essaadi Faculte des Science Juridique Economiques et Social, both located in Morocco.

Industry Accreditations & Affiliations

Chartered Retirement Planning Counselor (CRPC)

Financial Paraplanner Qualified Professional (FPQP®)

Personal Interests

Mouna loves spending time with her two sons and close friends. She also enjoys yoga, meditation, and hiking.

As a Managing Director and Wealth Manager, Dana provides expertise in investment management and provides investment council to institutions and high net-worth individuals and their families.

Dana is a former Senior Vice President – Investment Management with Brown Brothers Harriman and Senior Vice President and Senior Portfolio Manager with Putnam Investments.

Dana is a graduate of the University of Maine, Orono, with a degree in Business Management. He graduated summa cum laude with a Master’s degree in Business Administration from Northeastern University.

Industry Accreditations & Affiliations

CFA Society Boston – Member

CFA Institute – Member

As a Client Service Associate, Megan supports the wealth managers and serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests, and provides operational support.

Megan joined Boston Financial Management with over 20 years of relationship management and client service experience, working with high net-worth, multigenerational families in the financial services industry.  Her past experience includes Private Client Associate with Brown Advisory, Silver Bridge Advisors, Merrill Lynch and UBS.

Megan is a Certified Trust and Fiduciary Advisor (CTFA), Certified Retired Plan Counselor (CRPC), and Certified Advisor in Philanthropy (CAP®).

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Certified Retired Plan Counselor (CRPC)

Certified Advisor in Philanthropy (CAP®)

Charitable & Community Involvement

Cycle for Survival

Red Cross

Boston Food Bank – volunteer

Personal Interests

Megan enjoys walking, reading and watching the Celtics.

As Administrative Coordinator, Julie provides support for all employees and manages office logistics.

Julie comes to Boston Financial Management with administrative and sales experience, having most recently been a Sales Development Representative with Reveneer.

Julie graduated from Providence College with a Bachelor of Science degree in Health Policy and Management.

Charitable & Community Involvement

Special Olympics – Swimming Volunteer

Personal Interests

Julie is a swimmer, enjoys being outside and cheering on the Bruins!

As Vice President and Wealth Manager, Katie plays a critical role in the delivery of investment and wealth management services to clients. She is responsible for the day-to-day requirements of managing client investment portfolios and serves as a trusted point of contact for both clients and their accountants and attorneys.

Katie joined Boston Financial Management as a Client Service Associate before transitioning to an Associate Wealth Manager and now Vice President. Her experience includes Account Officer at F.L. Putnam Investment Management Company where she provided support to the portfolio managers and worked closely with clients.

Katie graduated summa cum laude from the Maine Business School at the University of Maine, Orono, with a Bachelor of Science degree in Business Management, focusing in Entrepreneurship.

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Charitable & Community Involvement

Dream Factory of Maine – Current Board Member 

Personal Interests

Katie enjoys boating, skiing, snowmobiling and spending time with her family and two labs. She also enjoys spending time volunteering with Dream Factory of Maine, granting dreams to critically and chronically ill children.

As an Estate and Financial Planner, Kristina provides support to the Co-Chief Planning Officers. She assists with reviewing estate plans and drafting financial plans for clients and is the administrative coordinator and secretary of the firm’s Fiduciary Committee.

Kristina’s previous experience includes Estate Planning and Administration Assistant in the Trusts and Estates department of Rubin and Rudman LLP.

Kristina received her Bachelor of Arts degree in Psychology from Clemson University. She earned her Juris Doctor from Suffolk University Law School in 2015, where she served as Co-Director of Student Concerns for the Student Bar Association and was a member and mentor for the Women’s Law Association. Kristina is a Certified Trust and Fiduciary Advisor.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Accredited Estate Planner (AEP)

Boston Bar Association – Member

Boston Estate Planning Council- Member

Trusts and Estates Consortium – Member 

Personal Interests

Kristina loves reading, traveling, and spending time with her friends and family.

As a Managing Director, Brad helps define the future direction and growth of the firm. Working in both New England and Florida he focuses on business development and identification of executive talent and potential merger partners.  He brings decades of investment and wealth management experience to clients and thoroughly enjoys the relationships he forms.

Brad joined Boston Financial Management at the time of the merger with Emerson Investment Management.  As President and CEO of Emerson, Brad was responsible for the firm’s overall operations. Prior to Emerson, he was with EG&G (now PerkinElmer).

Brad is a graduate of Lafayette College with a Bachelor of Arts in Mathematics and has completed the Harvard Business School PMD Program.

Charitable & Community Involvement

Darrow School – Emeritus Trustee; past Chair of Board of Trustees; current Investment Committee

Lafayette College – Past Alumni Admissions Representative

Camp O-AT-KA in Sebago, ME – Member of the Corporation

Providence Day School – Past Member of the Board of Trustees and Board Treasurer

Junior Achievement of RI – Past Volunteer Teacher

Personal Interests

Brad enjoys international travel, biking, gardening, and golf. He has been a loyal fan of the nightly TV show Jeopardy. Feel free to test Brad’s trivia knowledge!

As a Managing Director, Jeremy Glenn focuses on portfolio management and building long-term relationships with individuals and families. Jeremy also leads the firm’s marketing and distribution efforts.

Jeremy’s experience includes Vice President, Business Strategy with Cambridge Trust Company, and Chief Operating Officer/Chief Compliance Officer at Wellesley Investment Partners. In 2010, Jeremy joined Windward Investment Management, which was acquired by The Charles Schwab Corporation and underwent a name change to Windhaven Investment Management. Jeremy held several roles at Windhaven, as well as at Charles Schwab.

Jeremy earned a Master of Business Administration from Cornell University’s Johnson Graduate School of Management and a Bachelor of Science in Marketing Communication from Emerson College.

Charitable & Community Involvement

Springwell – Money Management Program Advisory Board Member

Personal Interests

In his free time, Jeremy enjoys tennis, reading and exploring his Fenway neighborhood.

As a Vice President and Wealth Manager, Tim plays a critical role in the delivery of investment and wealth management services to clients. He is responsible for the day-to-day requirements of managing client investment portfolios and serves as a trusted point of contact for both clients and their accountants and attorneys.

Tim joined Boston Financial Management as a Client Service Associate before transitioning to an Associate Wealth Manager and now Vice President. His experience includes four years at State Street Bank & Trust Company, with his most recent position being a Client Service & Operations Manager.

Tim graduated from the University of Massachusetts, Dartmouth with a Bachelor of Science degree in Finance and received a Master of Science degree in Finance from Suffolk University.

Industry Accreditations & Affiliations

Norfolk and Plymouth Estate and Business Planning Council – Member 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Series 65 designation

Boston Estate Planning Council – Member 

Personal Interests

Tim enjoys spending time with his family, friends and two rescue dogs. He is a passionate Boston sports fan and enjoys live country music.

As a Client Service Administrator, Daisy provides direct support to the Client Service Department and assists the team in servicing client accounts and fulfilling client requests.

Daisy joined Boston Financial Management at the time of the merger with Emerson Investment Management, as the Office Coordinator before transitioning to the Client Service team. Prior to that, she held administrative positions at a Boston area search firm.

Daisy received a Bachelor of Science degree from Lesley University.

Personal Interests

Daisy enjoys attending Celtics games, fitness, and cruise travel.

As Senior Manager, Finance, HR and Administration, Patty plays an integral role in supporting the financial and related operations of the firm. She has a broad range of responsibilities ranging from support on vendor payments, financial reporting, budgeting and benefits, including 401(k).

Patty has extensive experience in bookkeeping, AP and AR, banking needs and monthly reporting.

Patty graduated from Salem State University with a Bachelor of Arts degree in Business Administration and Marketing.

Personal Interests

Patty lives in Swampscott with her husband, two daughters and rescue dog Lucy. Before coming into the office, Patty can be found in an early morning Peloton class. She comes from a family of foodies, so is often in the kitchen cooking. She loves the beach and living near the ocean.

As a Portfolio Analyst, Asher plays a crucial role in delivering investment and wealth management services to our clients. He directly supports the wealth managers in the day-to-day management of client investment portfolios, including portfolio analysis, cash management, portfolio construction, and trading.

Asher brings experience from his previous roles as a Senior Client Services Associate and Portfolio Associate with Boston Trust Walden Company, and as a Securities Operations Associate with Fidelity Information Services.

He holds a Bachelor of Science in Economics from the University of Delaware.

Personal Interests

Asher enjoys going to new restaurants, reading, staying active, and visiting museums.

As a Managing Director and Wealth Manager, K.C. manages the portfolios of individuals, families and institutions, and works with the Executive Management team on firm strategy and goals.

K.C. joined Boston Financial Management at the time of the merger with Emerson Investment Management, where he was a Managing Director and Portfolio Manager. He has also held senior roles at Middleton & Company, Scudder, Stevens & Clark, and Morgan Guaranty Trust.

K.C. is a graduate from Harvard College.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

New York Society of Security Analysts – Member

Investment Advisers Association Board of Governors – Member 2004-2015

Charitable & Community Involvement

Peabody Essex Museum – Former Chair of the Board of Advisors

St. Paul’s School, Concord, NH – Former Trustee

Head of the Charles Regatta – Former Race Director and Trustee

As a Managing Director and Wealth Manager, Jon provides and executes investment and wealth planning strategies for individual and family relationships. Jon has extensive analytic experience covering equities in the consumer and financial sectors.

Jon’s experience includes being an Associate with the Private Client Group at Brown Brothers Harriman. He also worked with Upromise Investments, specializing in 529 College Savings Plans.

Jon earned a Bachelor of Arts degree in Economics at Boston College.

Industry Accreditations & Affiliations:

Chartered Financial Analyst® (CFA)

CFA Institute – Member

CFA Society Boston – Member

Personal Interests

Jon enjoys skiing, golf, and fishing.

As a Client Service Associate, Liz is responsible for providing support to the wealth managers and serves as a point of contact for clients. She handles daily account maintenance as well as operational support.

Liz’s experience includes Senior Client Service Associate at North American Management Corporation.

Liz graduated from Marymount Manhattan College with a Bachelor of Science degree in Business Management and a Bachelor of Arts degree in Teaching Arts of Dance. She has also completed Boston University’s CFP® Program.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Personal Interests

Liz enjoys hiking, teaching dance classes and spending time with her rescue dog, Layla.

As Senior Performance & Billing Analyst, Colleen is responsible for reconciling the performance in client accounts and overseeing the construction of our performance composite. Colleen also manages the billing process for the BFM and works on operational projects.

Colleen ‘s experience includes Account Administrator at State Street Bank and Account Administrator at Hawthorne Associates Inc.

Personal Interests

Colleen enjoys spending time with her husband and two children.

As an Associate Wealth Manager, Katie plays a critical role in the delivery of investment and wealth management services to our clients. Working closely with the wealth managers on day-to-day requirements, Katie assists in the management of client investment portfolios and supports the work of the estate and financial planning team.

Katie has almost 20 years of wealth management experience, including Vice President of Client Operations at SCS Financial where she focused on delivering extraordinary results in client satisfaction. Katie began her career at Boston Financial Management as a Client Service Associate.

Katie graduated from Bentley University with a Bachelor of Science degree in Finance. She continued her education and received her certificate from Boston University’s Financial Planning program.

Personal Interests

Katie is married with two children and a labradoodle. Outside of the office, Katie enjoys spending days at the beach, watching her kids’ sporting events, and traveling.

As Managing Director and Wealth Manager, Laurie works with successful individuals and families, providing goals-based comprehensive wealth advisory and financial planning services. Laurie has a passion for assisting clients who aim to achieve their wealth building, asset protection and estate planning goals. She has been able to leverage her experience for our clients, as they seek to partner with someone who understands their unique family dynamics and evolving financial needs. Laurie believes the most effective approach to serving clients is through a thoughtful, collaborative process and a prudent, long-term plan of action that can transcend many generations.

Laurie’s experience includes Senior Financial Advisor with Congress Wealth Management, LLC. She began her career in Wealth Management in 2008 at Shepherd Kaplan LLC, where she held a variety of roles including Operations, Client Service and Director of New Client Integration.

Laurie graduated magna cum laude from Southern New Hampshire University with a Bachelor of Science degree in Business Administration and a Master’s degree in Business Administration with a concentration in Marketing.

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Divorce Financial Analyst® (CDFA®)

Certified Financial Planner Board of Standards, Inc.

Charitable & Community Involvement

Notre Dame Cristo Rey High School – Supporter

The Commonwealth Institute – Member 

Personal Interests

Laurie is happily married to her husband Michael and has three young children and a golden retriever. Outside of the office, Laurie enjoys keeping active and being outside, whether it be the beach or in the White Mountains (NH) where she grew up.

As a Client Service Associate, Erin supports the wealth managers and serves as a trusted point of contact for clients. She manages daily account maintenance, fulfills client requests, and provides operational support.

Erin’s previous experience includes roles as a Financial Associate and Financial Representative at Fidelity Investments.

Erin received her Bachelor of Arts in Economics and Humanities from Villanova University.

Personal Interests

Erin enjoys spending time with her family, skiing, traveling and watching Boston sports.

As Co-Chief Planning Officer, Alisa develops integrated financial and estate planning and tax strategies for our high net-worth clients and advises them on a wide range of income, estate and gift tax issues and retirement planning and goals.  As Co-President of Boston Fiduciary Services, LLC, she is responsible for overseeing all aspects of the management of the LLC and the fiduciary administration of the professional trustee role.

Alisa’s experience includes Trust Counsel with Loring, Wolcott & Coolidge Trust, LLC, Probate and Estate Tax Practice at Cushing & Dolan, P.C., and Estate Settlement Officer at U.S. Trust, Company and its predecessor firm, State Street Bank & Trust Company.

Alisa received her Bachelor of Arts degree, cum laude, from Midwestern State University and her Juris Doctor from Suffolk University Law School. Alisa earned her designation as a Certified Trust and Financial Advisor from the Institute of Certified Bankers and in 2018 was awarded the Accredited Estate Planner® designation (AEP®) by the National Association of Estate Planning Councils in recognition of both her experience in and her interdisciplinary approach to estate planning. Also in 2018, she earned her designation as a Certified Divorce Financial Analyst (CDFA®). Alisa is the President of the Boston Estate Planning Council, and she is on the Board of Trustees at Beth Israel Deaconess – Milton Hospital.

Industry Accreditations & Affiliations

Accredited Estate Planner® (AEP®)

Certified Trust and Fiduciary Advisor (CTFA)

Certified Divorce Financial Analyst® (CDFA®)

Boston Estate Planning Council – President 

Charitable & Community Involvement

Beth Israel Deaconess – Milton Hospital – Board of Trustees

Personal Interests

Alisa loves spending time with her husband and three young children. In her free time, she enjoys cooking, musicals and travel.

As Vice President and Wealth Manager, John serves as a trusted advisor in the delivery of integrated wealth management services to high-net-worth individuals and families, entrepreneurs and business owners, trust donors and beneficiaries, and institutions and non-profits – specializing in the management of qualified and non-qualified deferred compensation plans.  Partnering with clients, their accountants, and their attorneys allows John to integrate investment and fiduciary management with estate planning and tax strategies to meet his clients’ short, long, and multigenerational goals.

John’s experience includes Associate Wealth Manager at BNY Mellon Wealth Management, Portfolio Analyst at Middleton & Company, Inc. and Investment Specialist at Winslow Wealth Management. He began his career at The Bank of New York, Mellon in Institutional Client Accounting and Reporting Services.

John graduated from Bentley University with a Bachelor of Science degree in economics and finance. He is a CFA® charterholder.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

Personal Interests

John enjoys family game nights, reading, hiking and live music. He is also a fan of all Boston sports, but above all the Beautiful Game and Liverpool FC .

As a Client Service Administrator, Frances provides direct support to the Client Service Department and assists the team in servicing client accounts and fulfilling client requests.

Frances joined Boston Financial Management as the Administrative Coordinator before transitioning to the Client Service Team. She has past experience in brand management, product development, and marketing. 

Frances graduated from Fordham University with a Bachelor of Arts degree in New Media and Digital Design.

Personal Interests

Frances enjoys running, gardening, going to the movies, and spending time with her family.

As a Client Service Associate, Lauren supports the wealth managers and serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests, and provides operational support.

Lauren’s experience includes Operational Accountant for Residential Mortgage Services.

Lauren graduated from Thomas College with a Bachelor’s degree in Finance.

Personal Interests

Lauren enjoys spending time with family and friends, snowmobiling, boating and being outside.

As a Client Service Associate, Olivia provides support to the wealth managers and serves as a trusted point of contact for clients. She also handles daily account maintenance as well as operational support.

Olivia joined Boston Financial Management as an Administrative Coordinator before transitioning to the  Client Service Team, first as a Client Service Administrator and then as Client Service Associate.

Olivia graduated with a Bachelor of Arts degree in Psychology from Framingham State University and is currently enrolled in classes to become a Certified Financial Planner™ (CFP®).

Personal Interests

Olivia enjoys hiking, drawing, and taking her dog on walks.

As a Managing Director and Wealth Manager, Stacy focuses on portfolio management and building long-term relationships with individuals and families.

Stacy joined Boston Financial Management at the time of the merger with Emerson Investment Management, where she was a Managing Director, Portfolio Manager and served as Treasurer. Prior to that, she was Senior Vice President and Portfolio Manager at U.S. Trust/Bank of America (previously State Street Global Advisors), as well as Cape Cod Bank & Trust. Stacy started her career in finance at E.F. Hutton and in institutional equity sales at PaineWebber, Inc. in New York City.

Stacy graduated with a Bachelor of Arts degree in Economics from Yale University and received a Master’s degree in Business Administration from Pennsylvania’s Wharton School. She also attended a Stanford University Executive Education program.

Charitable & Community Involvement

Barnstable Land Trust – Board Member

As a Research Analyst, Tim is responsible for covering existing investments and generating new ideas.

Tim’s experience includes an Analyst at Susquehanna Financial Group where he covered industrials. Prior to that, he was an Analyst and Forensic Accountant, conducting short-biased equity research across a wide variety of sectors with Off Wall Street Consulting and Voyant Advisors, LLC. Tim has also held operations roles at BD Hedgeworks, LLC, and State Street Corporation.

Tim is a graduate of Tufts University with an undergraduate degree in Economics and received a professional certificate in accounting from the University of California, San Diego extension school.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

CFA Society Boston – Member

Personal Interests

Tim enjoys spending time with family, carpentry, jogging and home brewing.

As Managing Director and Wealth Manager, 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’ short-long-multigenerational goals.

Donna’s multi-faceted proficiencies are built upon the best practices of both large institutions, Bank of America and BNY Mellon Private Wealth Management, and small boutiques, including Boston Financial Management (“BFM”). Returning to her BFM Family after several years, Donna cites BFM’s wealth management intellect and keen ability to navigate the complexities of managing and administering estates, trusts, and her specialty, qualified and non-qualified deferred compensation plans (Defined Benefit and Profit-Sharing). BFM’s client-oriented culture and commitment to excellence across all disciplines dovetails with Donna’s achievements and 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.

Personal Interests

Beyond serving her long-time circle of clients and friends, Donna’s enjoyments are active travel (biking, kayaking, hiking), music, art and her adorable Poodles – Louis, Otto, and Layla.

As part of the Estate and Financial Planning Team, Liz serves as both a Relationship Manager and Trust Administrator. Liz works alongside the Wealth Managers and the Client Service Team to manage all aspects of trust administration for Boston Financial Management’s client base. She also is a member of BFM’S Fiduciary Committee and oversees daily client account maintenance and operational support.

Liz’s experience includes Portfolio Administrator at Cambridge Trust Company and Senior Client Service Associate at Wellesley Investment Partners.

Liz graduated from the College of the Holy Cross with a Bachelor of Arts in Political Science and Religious Studies. She received her Juris Doctor from New England School of Law.

Personal Interests

Liz enjoys cycling and playing golf in her spare time.

As a Client Service Manager, Doug handles escalated client service and custodian related issues, oversees the Client Service Administrators, and trains new client service associates. He also provides support to the wealth managers, serves as a point of contact for clients, and is responsible for account administration.

Since joining the firm, Doug has held various positions in client service, operations, and trading. His previous experience includes Senior Client Service Administrator with State Street Bank & Trust, and client service positions at JP Morgan Investor Services, as well as in the insurance industry.

Doug earned a Bachelor of Arts degree at Olivet Nazarene University. He is also a graduate of the Cannon Financial Institute Trust School and has earned his Certified Trust and Financial Advisor designation.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Charitable & Community Involvement

Beverly YMCA – Coaching Boy’s Recreational Basketball

Living Hope Church, Beverly – Teaching Children’s Christian Education

As a Client Service Associate, Sarah will be providing support to the Wealth Managers and serving as a point of contact for clients. She is responsible for daily account maintenance and administration.

Sarah joined Boston Financial Management as the Administrative Coordinator, before transitioning into her current role as Client Service Associate. She has several years of administrative experience, having most recently been part of the hospitality team at Bracebridge Capital. Prior to that role, she was an Administrative Assistant at Finepoint Capital.

Sarah graduated from Bridgewater State University with a Bachelor of Arts degree in Fine Art.

Personal Interests

Sarah enjoys live music, painting, the beach and spending time with family and friends.

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.

Brian’s experience includes Partner and Portfolio Manager at Brown Advisory, Founding Partner at Highmount Capital, and a Senior Vice President at Atlantic Trust Company. He started his career at The Boston Company.

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

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Boston Estate Planning Council – Member

Series 65 License

The Boston Foundation – Past Professional Advisor 

Charity & Community Involvement

Boys and Girls Clubs of Boston– Trustee

Malden Catholic High School– Trustee

LeadBoston 2017– Participant

Personal Interests

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

As a Managing Director and Wealth Manager, Susan is involved in the strategic direction of the firm and works with individuals and families to develop and execute wealth planning and investment strategies. She serves as a Trustee on several client trusts and is a member of the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC

Susan’s experience includes Senior Vice President, Analyst, and Portfolio Manager at Woodstock Corporation, and held roles at Boston Safe Deposit and Trust Company.

Susan is a graduate of Denison University with a Bachelor of Arts degree in Economics.

Industry Accreditations & Affiliations

Boston Estate Planning Council

Charitable & Community Involvement

HomeStart, Inc. – Board Member

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