Boston Financial Management, Inc.

Description

Address: 255 State St, Boston, MA 02109 Phone: (617) 338-8108Hours: Category: : : : : Website: : : Place name: Website: http://www.bfminvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Boston Financial Management Posting publicly on the Web Write a review Reviews Be the first to review

Boston Financial Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Financial Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Boston Financial Management, Inc. Employees

Employee
Years
Job
Industry
Treniece Cooper-Holmes Treniece Cooper-Holmes Greater Atlanta Area Details
Treniece Cooper-Holmes's Boston Financial Management, Inc. Experience 1999 - 2000
Job Multifamily Housing Compliance
Industry Real Estate
Experience
Carroll Management Group  September 2012 - Present
Alliance Residential Company  August 2012 - August 2012
Peabody Properties South LLC   May 2009 - August 2012
Norsouth Management Company   2005 - 2009
Concord Management Group   2000 - 2004
Boston Financial Management, Inc.   1999 - 2000
NorSouth Management   1996 - 1999
LEDIC Management Group  1994 - 1996
Camelot Management   1992 - 1994

Skills
Property Management, Affordable Housing, LIHTC, Apartments, Leases, Tax Credits, Fair Housing, Rentals, HUD, Yardi, Section 8, OneSite, Lease Administration, Real Estate Development, Yardi Voyager, Property, Management, Leadership, Asset Management, Auditing, Real Estate Economics, Budgets, Training, AMSI, Tax Credit Compliance, Due Diligence, Real Estate Financing, Resident Retention, Investors, OneSite Specialist, Affordable Housing Guru, Asset Managment, Policy, HCCP, Operating Budgets, Multi Family Properties, Location Intelligence, Yardi Property..., Section 42, Operations Management, Fair Housing Law, Resident Relations, Construction Management, Loan Agreement..., Cash Management

Education
Georgia State University   2006 — 2012
B.A, Political Science Pre-Law/ Real Estate

Jack Abbott Jack Abbott Greater Boston Area Details
Jack Abbott's Boston Financial Management, Inc. Experience September 1993 - June 2008
Job Principal at Independent Wealth Management Consultant
Industry Financial Services
Experience
Independent Wealth Management Consultant   January 2013 - Present
Manchester Strategic Resources, LLC   February 2009 - December 2012
Boston Financial Management, Inc.   September 1993 - June 2008
Chase Manhattan Treasury Corporation   May 1983 - May 1987
Bank of Boston  May 1967 - May 1983

Skills
Asset Management, Investments, Strategic Planning, Asset Allocation, Wealth Management, Investment Management, Asset Managment, Alternative Investments, Due Diligence, Portfolio Management, Retirement, Retirement Planning, Financial Markets, Hedge Funds, Investment Strategies

Education
Bowdoin College   1958 — 1966
BA, Political Science/Economics

The School of Banking at Williams College   1972 — 1973
Finance

The Stonier Graduate School of Banking at Rutgers University   1975 — 1978
Banking, Finance

Dana Clark Dana Clark Greater Boston Area Details
Dana Clark's Boston Financial Management, Inc. Experience 2009 - Present
Job Managing Director at Boston Financial Management
Industry Investment Management
Experience
Boston Financial Management, Inc.   2009 - Present
Brown Brothers Harriman  2003 - 2009
PUTNAM INVESTMENTS, Boston, MA   1987 - 2003

Skills
Private Equity, Financial Analysis, Fixed Income

Education
D'Amore-McKim School of Business at Northeastern University   1989 — 1995

University of Maine

Elizabeth McFall Elizabeth McFall Greater Boston Area Details
Elizabeth McFall's Boston Financial Management, Inc. Experience August 2013 - February 2015
Job Firm Administrator at Barneke & Anderson LLC
Industry
Experience
Boston Financial Management, Inc.   August 2013 - February 2015
Boston Financial Management, Inc.   April 2012 - August 2013
Scratch Baking   June 2010 - March 2012
Ross' Bread   October 2009 - May 2010

Skills
Microsoft Excel, Advent, SEI Trust 3000, APX, Microsoft Office

Education
The Culinary Institute of America   2007 — 2009
Associates of Occupational Studies, Baking and Pastry Arts

Quinnipiac University   2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General

Eric Dray Eric Dray Waco, Texas Details
Eric Dray's Boston Financial Management, Inc. Experience May 2015 - August 2015
Job Senior Finance Major at Baylor University
Industry Financial Services
Experience
Baylor University  August 2012 - Present
Baylor University  August 2012 - Present
Boston Financial Management, Inc.   May 2015 - August 2015
Boys and Girls Clubs of America  June 2014 - August 2014
Quiet Logistics  June 2013 - August 2013
Papa Gino's  December 2011 - August 2012

Skills
Social Media, Sports, Microsoft Office, Event Planning, Public Speaking, PowerPoint, Research, Microsoft Word, Microsoft Excel, Teaching, Communication, Leadership, Team Leadership, Corporate Finance, Finance, Financial Analysis, Facebook, Editing, Account Reconciliation, Twitter, Spreadsheets

Education
Baylor University   2012 — 2016
Finance, General

Nashoba Regional High School   2008 — 2012
High School, General Studies

Brad Weafer, CFA Brad Weafer, CFA Greater Boston Area Details
Brad Weafer, CFA's Boston Financial Management, Inc. Experience June 2011 - Present
Job Director of Research at Boston Financial Management, Inc.
Industry Investment Management
Experience
Boston Financial Management, Inc.   June 2011 - Present
Babson College Fund  August 2010 - May 2011
Avondale Partners  October 2010 - February 2011
Mercer  July 2001 - May 2010

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2011
Masters in Business, Concentration in Finance and Investments

University of Vermont   1997 — 2001
Bachelors, Economics, Business

Jayme Metzler McDonald, CFP® Jayme Metzler McDonald, CFP® Charlotte, North Carolina Details
Jayme Metzler McDonald, CFP®'s Boston Financial Management, Inc. Experience November 2009 - November 2013
Job Associate at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC  November 2013 - Present
Boston Financial Management, Inc.   November 2009 - November 2013
Boston Financial Management, Inc.   February 2009 - October 2009

Skills
Estate Planning, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Relationship Management, Investment Strategies, Account Management, Strategic Financial..., Sales, CRM, Customer Retention, Investments, Wealth Management

Education
Boston University   2009 — 2012
Financial Planning Program

University of Massachusetts, Amherst   2004 — 2008
Political Science and Legal Studies

Richard Morse Richard Morse Greater New York City Area Details
Richard Morse's Boston Financial Management, Inc. Experience June 2004 - June 2009
Job US Cash Equities Trader | TMT at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  March 2014 - Present
Barclays Investment Bank  June 2013 - March 2014
Nomura Securities  2011 - May 2013
Babson College Fund  April 2010 - May 2011
Nomura  June 2010 - August 2010
Boston Financial Management, Inc  June 2004 - June 2009
Boston Financial Management, Inc.   April 2003 - June 2004

Skills
Investments, Financial Analysis, Valuation, Asset Management, Wealth Management, Stock Market Analysis, Trading, Risk Management, Hedging, Equities, Portfolio Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Investments

University of Vermont   1997 — 2003
BA, Sociology, Economics

Alexandra Cleary Alexandra Cleary Boston, Massachusetts Details
Alexandra Cleary's Boston Financial Management, Inc. Experience May 2014 - August 2014
Job Student at University of Richmond
Industry
Experience
Neuberger Berman  August 2015 - Present
Boston Financial Management, Inc.   May 2014 - August 2014
In The Pink Stores, Inc.   May 2013 - August 2013
Gauthier Stacy, Inc.   April 2011 - May 2011

Skills
Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Microsoft Excel, Leadership, English, Team Leadership, Problem Solving, Sales, Social Media Marketing

Education
University of Richmond   2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General

IES Abroad   2013 — 2013
Milan, Italy

Newton Country Day School   2004 — 2011
High School

Zachary Leibowitz Zachary Leibowitz Greater New York City Area Details
Zachary Leibowitz's Boston Financial Management, Inc. Experience May 2013 - August 2013
Job Incoming Student at Fordham School of Law
Industry Law Practice
Experience
Minutemen Equity Fund  September 2012 - May 2015
Jefferies LLC  May 2014 - August 2014
UMass Finance Society  May 2013 - December 2013
Boston Financial Management, Inc.   May 2013 - August 2013
State Street  January 2013 - May 2013
Net Change   April 2012 - September 2012

Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research

Education
Fordham University School of Law   2015 — 2018
Doctor of Law (J.D.)

University of Massachusetts at Amherst - Isenberg School of Management   2011 — 2015
Bachelor of Business Administration (BBA), Finance

Anthony Castillo Anthony Castillo New York, New York Details
Anthony Castillo's Boston Financial Management, Inc. Experience 2006 - 2007
Job Account Manager at Competitrack
Industry Marketing and Advertising
Experience
Competitrack  April 2015 - Present
The ExecuSearch Group  November 2013 - October 2014
Dealogic  August 2012 - June 2013
Dealogic  December 2009 - July 2012
Dealogic  August 2007 - December 2009
Boston Financial Management, Inc.   2006 - 2007
State Street Bank  2005 - 2006

Skills
Fixed Income, Capital Markets, Banking, Financial Services, Mutual Funds, Analysis, Asset Management, Account Management, Trading, Investment Management, Management, Derivatives, Financial Modeling, CRM, Loans, Finance, Risk Management

Education
Boston University   1998 — 2002
BA, Economics

Tom Abisalih Tom Abisalih Greater Boston Area Details
Tom Abisalih's Boston Financial Management, Inc. Experience April 2003 - June 2015
Job Independent Personal Fiduciary
Industry Investment Management
Experience
Independent Personal Fiduciary   July 2015 - Present
Boston Financial Management, Inc.   April 2003 - June 2015
Woodstock Corporation  January 1996 - March 2003
Town of Groveland, MA   June 1991 - January 1996

Skills
Private Fiduciary, Regulatory Compliance, Investment Operations, Municipal Finance, Information Technology, Asset Management, Banking, Business Development, Derivatives, Due Diligence, Equities, FINRA, Finance, Financial Risk, Financial Services, Fixed Income, Investments, Mutual Funds, New Business Development, Portfolio Management, PowerPoint, Sales Management, Securities, Strategic Planning, Trading, Venture Capital, Wealth Management

Education
Suffolk University   1975 — 1981
BSBA, MBA, Management, Finance, Bachelor of Science in Business Administration, Master of Business Adminstration

Alisa Kim O'Neil Alisa Kim O'Neil Greater Boston Area Details
Alisa Kim O'Neil's Boston Financial Management, Inc. Experience September 2015 - Present
Job at
Industry Financial Services
Experience
Boston Financial Management, Inc.   September 2015 - Present
Loring, Wolcott & Coolidge   January 2013 - September 2015
Loring, Wolcott & Coolidge   May 2008 - January 2013
Cushing & Dolan   2007 - 2008
U.S. Trust Company, N.A.   2002 - 2007

Skills
Trusts, Estate Tax Planning, Estate Planning, Probate, Wealth Management, Estate Administration, Wills, Trust Services, High Net Worth..., Wealth Management..., Estate Law, Trust Management, Wealth

Education
Suffolk University Law School   1999 — 2002
Juris Doctor

Jesse Lambert Jesse Lambert Greater New York City Area Details
Jesse Lambert's Boston Financial Management, Inc. Experience October 2011 - June 2012
Job Business Intelligence Analyst at FanDuel Inc.
Industry Sports
Experience
FanDuel Inc.  May 2014 - Present
Pittsburgh Pirates  March 2013 - April 2014
Boston Financial Management, Inc.   October 2011 - June 2012
Team Chemist, LLC   March 2010 - April 2012
PSMHoops   September 2009 - April 2012
Bank of America  June 2010 - April 2011
Boston Bruins  December 2009 - May 2010
Hampshire House  May 2009 - January 2010
J.D Spicer & Co.   February 2009 - April 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Market Research, Customer Service, Social Media, Management, Business Analytics, Forecasting

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics

Boston University Questrom School of Business   2006 — 2010
Bachelors, Finance and Operations

Boston University British Programs   2008 — 2008

Brookline High School   2002 — 2006

Craig Warrington Craig Warrington Greater Boston Area Details
Craig Warrington's Boston Financial Management, Inc. Experience 2010 - 2012
Job
Industry Financial Services
Experience
EidoSearch   2014 - Present
Next Generation Bonds   2012 - 2014
Boston Financial Management, Inc.   2010 - 2012
BNY Mellon  2008 - 2010
BNY Mellon  2006 - 2008
American Express  2005 - 2005

Education
Fairfield University   2002 — 2006
Bachelor's degree, Finance