Brian Walsh

Managing Director at Boston Financial Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Certified Financial Planner
    -

Experience

  • Boston Financial Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Feb 2018 - Present

      Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients’ most important financial questions.

  • Brown Advisory
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager, Boston Operating Officer
      • Jun 2015 - Feb 2018

  • Highmount
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Feb 2003 - Jun 2015

  • Atlantic Trust
    • Boston, MA
    • Senior Vice President
      • Dec 1997 - Feb 2003

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Sep 1988 - Dec 1997

Education

  • Suffolk University - Sawyer Business School
    Master of Business Administration (M.B.A.)
    1993 - 1995
  • Saint Michael's College
    Bachelor’s Degree
    1984 - 1988

Community

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