by Boston Financial Management | May 4, 2021 | Announcement
Boston Financial Management announces the appointment of Louis Crosier as President and Chief Executive Officer, effective May 3, 2021. With this appointment, Crosier will succeed Mike Brown who has led BFM since 2009. Mike will now assume the role of...
by Boston Financial Management | Aug 10, 2020 | Announcement
Boston Financial Management is pleased to announce the opening of a new office in Centerville, MA, expanding its reach to Cape Cod and the Islands. The office will be under the leadership of Managing Director, Stacy Austin Reinhart. “Having a presence in Centerville...
by Boston Financial Management | Jun 9, 2020 | Announcement
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. BFM was honored with a 6-Star Top Gun...
by Boston Financial Management | Mar 10, 2020 | Announcement, In the News
Laurie L. Novak, CFP® Wealth Manager BFM Welcomes New Team Member, Laurie L. Novak, CFP®Boston Financial Management would like to welcome Laurie Novak to our team of dynamic wealth managers! As a Wealth Manager, Laurie will be working with individuals and families,...
by Boston Financial Management | Jul 17, 2019 | Announcement
Katie Exchange, Client Service Associate in Portland, ME, has obtained the designation of CERTIFIED FINACIAL PLANNER™ (CFP®). CFP® certification is a rigorous process consisting of course work and examination in the areas of financial planning, risk management,...
by Boston Financial Management | May 24, 2019 | Announcement
Boston Financial Management, LLC has expanded its reach by opening an office in Portland, Maine, in addition to its Boston, Mass location. Leading the Portland office is Abby Psyhogeos, a Wealth Manager and Managing Director of the firm. Psyhogeos, a Yarmouth, ME...
by Boston Financial Management | Jan 28, 2019 | Announcement
Benefits of a Certified Divorce Financial Analyst® For couples with high net-worth, the division of assets and the management of finances during and post-divorce can add additional complexity to this already emotionally trying transition. To effectively manage the...
by Boston Financial Management | Jul 11, 2018 | Announcement
Abigail M. Psyhogeos Managing Director As a Managing Director and Wealth Manager, Abby works with individuals and multi-generational families. She is responsible for helping clients achieve their investment and wealth management goals to include setting asset... by Boston Financial Management | Jun 20, 2018 | Announcement
Boston Financial Management (“BFM”) will move its office from 1 Winthrop Square, Boston, MA 02110 to 255 State Street, 6th Floor, Boston, MA 02109 on June 22, 2018. Mike Brown, CEO, expresses enthusiasm for the new location, “The move is a result of BFM’s growth and...
by Boston Financial Management | Mar 7, 2018 | Announcement
Alisa Kim O’Neil, JD, CTFA, AEP®, was recently named to the Board of Overseers at Beth Israel Deaconess – Milton Hospital We are also pleased to announce that Alisa Kim O’Neil, JD, CTFA, AEP®, and Kathy M. Sablone, JD, AEP® have received their designations as an...
