KC King, CFA has extensive work experience in various roles within the finance industry. They started their career in 1978 as a Vice President at Morgan Guaranty Trust Co. of NY, where they worked until 1986. In 1990, they joined Scudder, Stevens & Clark, Inc. as a Vice President, and stayed there until 1997 when they became a Principal at Middleton & Company, Inc. From 1997 to 2003, they held the position of Principal at Middleton & Company, Inc. In 2003, they became a Managing Director at Boston Financial Management, LLC and also took on the role of Managing Director at Boston Financial Management (Emerson Investment Management, Inc.) for a brief period. KC King also volunteered as an SPS Alumni volunteer from 1987 to 2009.
KC King, CFA attended St. Paul's School in Concord, NH from 1970 to 1974. They then pursued a Bachelor of Arts degree in European History from Harvard University, graduating in 1978. In 1993, KC King obtained the CFA certification from the CFA Institute. Additionally, they also hold a certification as a Chartered Investment Counselor from the Investment Adviser Association, although the specific timeframe for obtaining this certification is unknown.
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/