Boston Financial Management, LLC
Dana Clark has extensive work experience in the investment management industry. Dana started their career in 1987 at Putnam Investments in Boston, MA, where they served as a Senior Portfolio Manager for 16 years. In 2003, Dana joined Brown Brothers Harriman as an SVP for Investment Management. After six years, they moved to Boston Financial Management, Inc. in 2009, where they currently hold the position of Managing Director.
Dana Clark attended the D'Amore-McKim School of Business at Northeastern University from 1989 to 1995. However, no specific degree or field of study information is provided. Additionally, Dana's education history mentions the University of Maine, but no information regarding the duration, degree, or field of study at this institution is 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/