by Boston Financial Management | Jun 12, 2019 | Events
On Wednesday, June 5, 2019, Boston Financial Management hosted an open house for clients and friends of the firm in Portland, ME to celebrate the new office. Leading the Portland BFM office is Abby Psyhogeos, Wealth Manager/Managing Director and Katie Exchange,...
by Boston Financial Management | Feb 1, 2019 | Events
BFM’s Chief Investment Officer, Brad Weafer, CFA, led a presentation on the latest market updates on January 31, 2019 at The Press Hotel in Portland, ME. He shared his insights on an aging economic recovery, global markets and what it means for your wealth. BFM was... by Boston Financial Management | Dec 12, 2018 | Events
On December 5, 2018 Boston Financial Management hosted a Holiday Open House for clients and friends of the firm. The event celebrated the holiday season as well as gave guests the opportunity to tour BFM’s new office space. We thank all of our clients and friends for...
by Boston Financial Management | Oct 15, 2018 | Events
On October 11, 2018, Boston Financial Management, in partnership with WisdomTree Asset Management, hosted a lunch for clients and friends of the firm at the Langham Hotel in Boston, MA. The lunch featured guest speaker, Joseph F. Coughlin, Ph.D., founder and Director...
by Boston Financial Management | Jun 27, 2018 | Events
Boston Financial Management recently wrapped up its “Road Ahead” series. BFM’s Chief Investment Officer, Brad Weafer, CFA, led a series of discussions, sharing his insights on an aging economic recovery, global markets and what it means for your...
by Boston Financial Management | Sep 22, 2017 | Events
Boston Financial Management recently wrapped up its “Capital Markets Outlook” series. Brad Weafer, Chief Investment Officer, led a series of discussions regarding his thoughts on the current state of the market and what that means for you. Discussions were held in...
