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 of 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