Wealth Managers

Bradford A. Gardner

Vice Chair and Managing Director
BradG@BFMinvest.com
617-956-9701

Full Bio

As Vice Chair and Managing Director, Brad helps define the future direction and growth of the firm. He brings decades of investment experience to the management of his clients. In addition, Brad serves as co-investment advisor to Marlborough North American Fund.

Brad joined Boston Financial Management in 2016 from Emerson, where he served as President, Managing Director, and Portfolio Manager. Prior to Emerson, he was with EG&G (now PerkinElmer).

He is a graduate of Lafayette College and completed the Harvard Business School PMD Program.

Industry Accreditation & Affiliations

CFA Institute – member
CFA Society Boston – member

Charitable & Community Involvement 

Darrow School – Emeritus Trustee; Chairman of 2017 Capital Campaign; Past Chair of Board of Trustees

Lafayette College – Past Alumni Admissions Representative

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

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!

Susan G. Zimmerman

Managing Director
SusanZ@BFMinvest.com
617-275-0316

Full Bio

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 a number of client trusts and is a member of the firm’s Boston Fiduciary Services, LLC.

Prior to joining Boston Financial Management in 2003, Susan was Senior Vice President, Analyst and Portfolio Manager at the Woodstock Corporation and also Boston Safe Deposit and Trust Company.

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

Industry Accreditation & Affiliations

Boston Estate Planning Council

Charitable and Community Involvement

University of Miami – Parent Council

Dana F. Clark

Managing Director
DanaC@BFMinvest.com
617-275-0380

Full Bio

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 serves on a number of the firm’s committees, including Investment Policy Committee, Investment Research Committee and Portfolio Construction Committee. 

Before joining Boston Financial Management in 2009, Dana was 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 Accreditation & Affiliations

CFA Society Boston – Member

CFA Institute – Member

 
Full Bio

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.

Prior to joining Boston Financial Management in 2016, K.C. was a Managing Director and Portfolio Manager with Emerson Investment Management, and held senior roles at Middleton & Company, Scudder, Stevens & Clark, and Morgan Guaranty Trust.

K.C. is a graduate from Harvard College.

Industry Accreditation & Affiliations

Chartered Financial Analyst

Chartered Investment Counselor

New York Society of Security Analysts – member

Investment Advisers Association Board of Governors – member 2004-2015

Charitable and Community Involvement 

Emmanuel Church, Dublin, NH – Senior Warden

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

Head of the Charles Regatta – Former Race Director and Trustee

Geoffry A. Juviler

Managing Director
GeoffJ@BFMinvest.com
617-275-0308

Full Bio

As a Managing Director and Wealth Manager, Geoff serves individual clients, their families, and not-for-profit organizations. His primary responsibilities include constructing investment portfolios for clients and coordinating his client’s wealth management needs. Geoff also works closely with the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC, which serves as co-trustee on many of his trusts. He is currently a member of the firms’ Investment Research Committee and Strategic Planning Committee.

Before joining Boston Financial Management in 2003, Geoff spent years as a Registered Representative, Analyst, and Portfolio Manager with Charles Schwab, Boston Private Bank & Trust, and Woodstock Corporation.

He is a graduate of Syracuse University in Anthropology and earned a Master’s degree in Business Administration from Babson College, Olin School of Management.

Industry Accreditation & Affiliations

CFA Institute – member

CFA Society of Boston – member

Boston Economic Club – member

Series 65 designation

Charitable & Community Involvement

Babson College’s Coaching for Leadership and Teamwork program

CFA Society of Boston’s Mentor Program

Syracuse University’s student mentor and career development alumni outreach

Stacy Austin Reinhart, MBA

Managing Director
StacyR@BFMinvest.com
617-956-9714

Full Bio

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

Prior to joining Boston Financial Management in 2016, Stacy was Managing Director, Portfolio Manager, and Treasurer at Emerson Investment Management. She served as 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. She 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

Board of Directors of the Barnstable Land Trust

Investment Committee of the Boston Chamber of Commerce

Jonathan D. Lynch, CFA

Managing Director
JonathanL@BFMinvest.com
617-275-0374

Full Bio

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.

Prior to joining Boston Financial Management in 2007, Jon worked as an Associate with Brown Brothers Harriman’s private client group and Upromise Investments where he specialized in 529 College Savings Plans.

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

Industry Accreditation & Affiliations:

CFA Charterholder

CFA Institute – member

CFA Society Boston – member

Personal Interests

Jon enjoys skiing, golf, and fishing.

Michael B. Stephens, CWS®

Managing Director
MikeS@BFMinvest.com
617-956-9726

Full Bio

As a Managing Director and Wealth Manager, Mike is responsible for managing the portfolios of individual, family, and institutional clients as well as growing new client relationships.

Mike joined Boston Financial Management in 2016 from Emerson Investment Management and has over 10 years of experience in wealth management. He has worked for several boutique advisory firms, performing a variety of duties, including the management of client relationships, research and portfolio allocation. 

Mike received his Bachelor’s degree from Columbia University and is a Certified Wealth Strategist®. 

Industry Accreditation & Affiliations

Boston Estate Planning Council

Haggle, Inc. – Board Member

Adhark – Advisory Board

Financial Planning Association 

Charitable & Community Involvement

Community Board for The Fund for Wellesley

Edward F. Glesmann, Jr.,CFA

Managing Director
TedG@BFMinvest.com
617-275-0381

Full Bio

As a Managing Director and Wealth Manager, Ted serves individuals and family relationships. He also serves as trustee on behalf of several of our clients.

Ted joined Boston Financial Management in 2009, with over 40 years of experience in investment management and trust services, primarily with State Street Bank and Trust Company. At State Street, Ted was Vice President and Senior Portfolio Manager in the private asset management division.

Ted graduated from Babson College with a Bachelor of Science in Business Administration degree, focusing in investments. He also received a diploma from the National Graduate Trust School.

Industry Accreditation & Affiliations

CFA Institute – Member

CFA Society Boston – Member

Alan T. Macdonald, CFA

Managing Director
AlanM@BFMinvest.com
617-275-0309

Full Bio

As a Managing Director and Wealth Manager, Alan serves both individual clients and not-for-profit organizations.  Alan also has extensive analytical experience following the consumer, defense, health, and industrial sectors.

Alan joined Boston Financial Management in 2003, bringing with him more than 20 years of experience in the investment industry. Before Boston Financial Management, he held senior positions at Woodstock Corporation, Factory Mutual Insurance Company, and Liberty Mutual Insurance Company.

Alan graduated from Cornell University with a degree in Mathematics and earned a Master’s degree in Business Administration from Northeastern University.

Industry Accreditation & Affiliations

Chartered Financial Analyst

CFA Institute – member

CFA Society of Boston – member

Charitable & Community Involvement 

Vestry of St. John’s Church, Westwood, MA – past Treasurer

Catholic Memorial School – Finance Committee

Previously served on the Finance & Warrant Commission, Commission on Disability for the Town of Westwood

 

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