Boston Financial Management LLC

Boston Financial Management LLC, legalmente conocida como BOSTON FINANCIAL MANAGEMENT LLC, es una empresa de responsabilidad limitada con sede en Massachusetts con un equipo de 40 empleados, que incluye 19 funciones asesoras. El número de clientes atendidos por la empresa es actualmente desconocido. Según el último estado reportado por la SEC de la empresa, está aprobada con una fecha de registro del 23 de marzo de 1976.

• ABIGAIL MARR PSYHOGEOS

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• ALISA KIM O'NEIL

  DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER posee menos de 5%

• BRAD MICHAEL WEAFER

  CHIEF INVESTMENT OFFICER, MEMBER posee menos de 5%

• BRADFORD GARDNER

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• BRIAN J. WALSH

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• CAROL ANN CUSSON

  CONTROLLER, MEMBER posee menos de 5%

• CHARLES J ZAMBRI

  CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER posee menos de 5%

• CLARENCE HOPKINS KING

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• DANA FARRELL CLARK

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• EDWARD FRANK GLESMANN

  MANAGING DIRECTOR posee menos de 5%

• GEOFFRY ADOLPHE JUVILER

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• JONATHAN D LYNCH

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• KAREN ROSE BOTTAR

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• KATHLEEN MARGARET SABLONE

  DIRECTOR OF WEALTH PLANNING, MEMBER posee menos de 5%

• KRISTIN VESPUCCI CASE

  DIRECTOR OF TECHNOLOGY, MEMBER posee menos de 5%

• MICHAEL LAWRENCE BROWN

  VICE CHAIRMAN, MANAGING DIRECTOR, MEMBER posee más del 5% pero menos del 10%

• RICHARD H. MORSE 1997 TRUST

  MEMBER posee más del 50% pero menos del 75%

• RICHARD HARDING MORSE

  CHAIRMAN posee menos de 5%

• STACY AUSTIN REINHART

  MANAGING DIRECTOR, MEMBER posee menos de 5%

• STEPHEN VINCENT KENNEY

  PRESIDENT, CEO, MEMBER, ELECTED MANAGER posee menos de 5%

• SUSAN G. ZIMMERMAN IRREV GIFT TRUST 2010

  MEMBER posee más del 5% pero menos del 10%

• SUSAN GAUKLER ZIMMERMAN

  MANAGING DIRECTOR posee más del 5% pero menos del 10%

• TIMOTHY JAMES FARINA

  RESEARCH ANALYST, MEMBER posee menos de 5%

• TIMOTHY MICHAEL ROBINSON

  RESEARCH ANALYST, MEMBER posee menos de 5%

• RICHARD HARDING MORSE

  TRUSTEE

• Summit Partners LP
• Timber Creek Capital Management LLC
• Disciplined Alpha LLC
• Freed Investment Group LLC
• Baystate Wealth Management LLC
• Single Point Partners LLC
• TFC Financial Management Inc
• Monitor Clipper Partners LLC
• Westview Capital Management Company Inc
• Choate Investment Advisors LLC