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The Bulfinch Group

58 people · 0 jobs

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Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded... Read more

Industries

Insurance, Investment Management

Headquarters

Needham, United States

Employees

Links

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Managing Director

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President

Director Of Accounting

Director Of Operations

Director Of Investments

Associate General Agent

Nathalia Fernandes

Director Of Client Relations

Head Of Agency Technology

Sara Letourneau

Executive Assistant To Richard Belofsky And Sangita Rousseau

Michel Scheinmann

Financial Advisor

Financial Advisor, Park Avenue Securities

Executive Assistant

Financial Advisor, Park Avenue Securities

Financial Advisor

Mary Anne Johnson

New Business Manager

Teams

Financial Advisory and Representation Team

31 people · 0 jobs

Operations and Client Relations Team

7 people · 0 jobs

Investment Operations Team

4 people · 0 jobs

Leadership Team

4 people · 0 jobs

Marketing and Talent Acquisition

3 people · 0 jobs

Executive Support Team

2 people · 0 jobs

Offices

HQ
43 people · 0 jobs
+39

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