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 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

Pin It on Pinterest