Boston Financial Management, LLC
Alan Macdonald has extensive experience in the finance industry. Alan started their career as an Assistant Investment Officer at Liberty Mutual in 1980 and worked there until 1987. Alan then joined FM Global as a Senior Investment Analyst from 1988 to 2000. In 2000, Alan became a Vice President at Woodstock Corporation, where they worked until 2003. Currently, Alan serves as the Managing Director at Boston Financial Management, Inc., overseeing investment strategy for individual client portfolios and non-profit organizations.
Alan Macdonald completed their undergraduate studies in Mathematics at Cornell University from 1969 to 1976, earning a Bachelor of Arts degree. Later, they pursued their Master of Business Administration (MBA) at Northeastern University, graduating in 1982. No specific field of study was provided for their MBA.
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/