Boston Financial Management, Inc.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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