Boston Financial Management, LLC
Abby Psyhogeos has a strong background in the investment and wealth management industry. Abby is currently a Managing Director at Boston Financial Management, where they provide wealth management and investment advisory services to clients. Prior to this, Abby worked as a Senior Vice President, Private Client Advisor at F.L.Putnam Investment Management Company. Abby also has extensive experience at Bainco International Investors, where they held various roles including President, Managing Director, Portfolio Strategist, and Managing Director, Partner. At Bainco, Abby was responsible for developing and implementing the firm's strategic framework and providing personalized investment and wealth management strategies to high net worth clients. Additionally, Abby served as a Trustee at Bowdoin College.
Abby Psyhogeos attended Bowdoin College from 1983 to 1987, where they obtained their Bachelor of Arts (BA) degree in Economics. In 2015 and 2016, they pursued further education as a Certified Financial Planner (CFP) Candidate at Bryant University. Alongside their formal education, Abby has also obtained certifications such as Series 7, 24, 53, 63, and 65 from FINRA, although the specific months and years of acquisition were not provided.
Boston Financial Management, LLC
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/