TFC Financial Management

Description

Address: 260 Franklin St #1888, Boston, MA 02110 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 210-6700Place name: : : : : Category: : Website: : Website: http://www.tfcfinancial.com/ Category: Investment service 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. 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 TFC Financial Posting publicly on the Web Write a review Reviews Be the first to review

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TFC Financial Management Employees

Employee
Years
Job
Industry
Elisabeth Christino Elisabeth Christino Greater Boston Area Details
Elisabeth Christino's TFC Financial Management Experience February 2013 - Present
Job Client Service & Investment Research Associate at TFC Financial Management
Industry Financial Services
Experience
TFC Financial Management   February 2013 - Present
Rockland Trust Company  June 2008 - January 2013
GIC Group  January 2010 - May 2010

Education
College for Financial Planning   2013 — 2014
Registered Paraplanner Certificate, Financial Planning and Services

Dickinson College   2007 — 2011
Bachelor of Arts, International Business and Management

Hingham High School   2003 — 2007

Christopher Meckel Christopher Meckel New York, New York Details
Christopher Meckel's TFC Financial Management Experience July 2013 - August 2013
Job DG ComOps Analyst at SunEdison
Industry Financial Services
Experience
SunEdison  January 2015 - Present
TFC Financial Management   July 2013 - August 2013
Auour Advisory LLC   June 2013 - July 2013
Brae Burn Country Club  May 2010 - June 2012
Camp Pemigewasset   June 2010 - August 2010

Skills
Wilderness First..., Cpr Certified, Mandarin, Microsoft Excel, Financial Analysis, Financial Modeling, Economics, PowerPoint, Microsoft Word, Bloomberg

Education
Middlebury College   2010 — 2014
Bachelor of Arts (B.A.), International Politics and Economics

Belmont Hill School   2004 — 2010

James Joslin James Joslin Greater Boston Area Details
James Joslin's TFC Financial Management Experience 1995 - Present
Job Chairman, CEO & CCO at TFC Financial Management
Industry Investment Management
Experience
TFC Financial Management   1995 - Present
Jennison Associates  1974 - 1979
Wellington Management  1968 - 1972

Education
Harvard College   1953 — 1957
AB, Government & Economics

Edina High School, MN   1951 — 1953

Lee McGowan Lee McGowan Greater Boston Area Details
Lee McGowan's TFC Financial Management Experience 2004 - July 2010
Job Managing Director at Monument Group Wealth Advisors
Industry Investment Management
Experience
Monument Group Wealth Advisors, LLC   July 2010 - Present
TFC Financial Management   2004 - July 2010
About.com / The New York Times Co.   April 2009 - June 2010
Wachovia Securities, LLC  2000 - 2004
PaineWebber  1998 - 2000

Skills
Asset Management, Asset Allocation, Estate Planning, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Wealth Management

Education
College for Financial Planning   2000 — 2002

Hanover College   1989 — 1993
B.A., Business Administration

Susan Frodigh Susan Frodigh Greater Boston Area Details
Susan Frodigh's TFC Financial Management Experience 2008 - Present
Job Executive Assistant at TFC Financial Management
Industry Investment Management
Experience
TFC Financial Management   2008 - Present
SSgA  1998 - 2008
BCBSMA  1981 - 1997

Education
Katharine Gibbs School

Northeastern University
Bachelor's-English

Flynn McDonnell Flynn McDonnell Greater Boston Area Details
Flynn McDonnell's TFC Financial Management Experience September 2007 - February 2009
Job SVP
Industry Financial Services
Experience
F-SquaredInvestments   February 2009 - Present
TFC Financial Management   September 2007 - February 2009
Fidelity Investments  1998 - 2008

Skills
Investment Management, Mutual Funds, Investment Banking, Investments, Asset Managment, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Series 63, Investment Strategies

Education
St. Thomas University School of Law   1985 — 1988
JD, Law

Ithaca College   1976 — 1980

Tabor Academy   1972 — 1976

Charles E. Hipp, CFA Charles E. Hipp, CFA Greater Boston Area Details
Charles E. Hipp, CFA's TFC Financial Management Experience December 2005 - August 2014
Job Investment Director, Senior Manager Research Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments  August 2014 - Present
TFC Financial Management   December 2005 - August 2014
Fidelity Investments  June 2004 - December 2005
State Street Bank  August 1998 - June 2004

Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management

Education
Framingham State University
B.S, Business Administration

Boston Latin School   1986 — 1992

CFA Institute

Jane Barney, JD, CFP®, CDFA™ Jane Barney, JD, CFP®, CDFA™ Greater Boston Area Details
Jane Barney, JD, CFP®, CDFA™'s TFC Financial Management Experience April 2007 - Present
Job Wealth Management Professional
Industry Investment Management
Experience
TFC Financial Management   April 2007 - Present
Canby Financial Advisors   December 2002 - April 2007
MetLife Financial Services  1995 - 2002
Taubner & Cellai   1992 - 1995

Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Estate Planning, Defined Benefit, Retirement Planning, Securities, Insurance, Retirement, Mutual Funds, Pensions, Investment Advisory, Wealth Accumulation, Wealth, Asset Managment, Investment Management, Investment Strategies, High Net Worth...

Education
New England Law Boston   1988 — 1991
J.D., Law

The Sage Colleges - Russell Sage College   1984 — 1988
B.S., Computer Science / Management

Corey Peterson, CFP®, EA Corey Peterson, CFP®, EA Greater New York City Area Details
Corey Peterson, CFP®, EA's TFC Financial Management Experience November 2009 - August 2012
Job Vice President, Financial Planning for Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  February 2013 - Present
The SAMFund for Young Adult Survivors of Cancer   July 2014 - Present
TFC Financial Management   November 2009 - August 2012
G.W. & Wade, Inc.   May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.)   December 2001 - May 2006

Skills
Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Investment Strategies, Financial Advisory, Estate Planning, Investments, Financial Planners, Asset Managment, Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Pensions, Employee Benefits, Finance, Personal Financial..., Personal Income Tax...

Education
Suffolk University   1997 — 1999
BS, Psychology

Boston University   2003 — 2005
Certified Financial Planner

Raymond Langbein Raymond Langbein Greater New York City Area Details
Raymond Langbein's TFC Financial Management Experience September 2006 - August 2010
Job Financial Services Professional
Industry Investment Management
Experience
TFC Financial Management   September 2006 - August 2010
Commonwealth Financial Network  January 2004 - September 2006
Commonwealth Financial Network  April 2003 - January 2004

Education
Seton Hall University   2001 — 2002
MBA, Finance

Saint Joseph's University   1993 — 1997
BS, Finance

Melanie Cross Melanie Cross Boston, Massachusetts Details
Melanie Cross's TFC Financial Management Experience May 2012 - June 2012
Job Administrative Assistant at Boston Children's Hospital
Industry Health, Wellness and Fitness
Experience
Boston Children's Hospital  August 2014 - Present
Sports and PT Assoc  October 2012 - August 2014
University of Massachusetts Club  August 2012 - September 2012
TFC Financial Management   May 2012 - June 2012
Aegis Chiropractic and Physical Therapy   January 2012 - May 2012
Sports Academic Advising Office   September 2010 - May 2012
Maribeth Crupi Dance Therapy   December 2011 - January 2012
Madison Security Group   December 2011 - January 2012
Mumbai Chopstix   June 2011 - August 2011
Moore Staffing Agency   May 2010 - August 2010

Skills
Physical Therapy, Coaching, Teaching Skills, First Aid, Dance, Customer Relations, Public Relations, Scheduling, Microsoft Office, Excel, Data Input, Microsoft Excel, Strength Training, Fitness, Cpr Certified, Data Entry, Customer Service, Athletics, Rehabilitation, PowerPoint, Health Insurance

Education
University of Massachusetts, Amherst   2008 — 2012
Bachelor, Kinesiology

University of Leeds   2011 — 2011
kinesiology

Tewksbury Memorial High School   2004 — 2008