Executive Management

Richard H. Morse

Founder and Chairman of the Board
RichardM@BFMinvest.com
617-275-0311

Full Bio

Dick Morse founded Boston Financial Management in 1976 and today serves as Chairman of the Board of Directors. He plays an active role as a trustee and as a contributing member of the firm’s Investment Policy Committee.

He has chaired several capital campaign committees for both Killington Mountain School and Bowdoin College and has played a philanthropic role in many South Shore charities. Additionally, Dick is a co-founder and former Director of North American Instrument Corporation and a founder of Penmor Aviation.

Dick earned a Bachelor of Arts degree in Economics from Bowdoin College and is actively involved as an alumnus.

Charitable and Community Involvement

Duxbury Rural Historical Society
Killington Mountain School
South Shore Conservatory

Personal Interests

Dick enjoys skiing, golf, and traveling.

Michael L. Brown, JD, CPA

President and Chief Executive Officer
MikeB@BFMinvest.com
617-275-0301

Full Bio

As President and Chief Executive Officer, Mike is responsible for corporate management and business development, as well as the long-term vision of the firm and day-to-day operations. His career has been focused on providing financial, tax, and estate planning services.

After working at KPMG as a Senior Tax Manager, he left to form Brown & Brown in 1982. Brown & Brown merged into a national CPA firm in 2008 when Mike joined Boston Financial Management.

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 Accreditation & Affiliations

Boston Estate Planning Council
Estate Planner of the Year – 2008
Massachusetts Society of CPAs – former chairman
Attorney and Certified Public Accountant

Charitable and Community Involvement 

Board of Community Work Services for the Disabled
The Smaller Business Association of New England – former Board Member
International Bipolar Foundation

One Team. Focused on You.

Boston Financial Management is comprised of a multi-disciplinary group of credentialed professionals. Your dedicated BFM Team is always available to help you.

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