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The Bulfinch Group

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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

Employees

Links

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Managing Director

Peter A. Klay

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President

Caroline Bonnar Christiano

Director Of Marketing

Director Of Accounting

Director Of Talent Acquisition

Director Of Operations

Director Of Investments

Associate General Agent

Nathalia Fernandes

Director Of Client Relations

Director Of Investment Operations

Director - Pre-career Training (internship)

Sara Letourneau

Executive Assistant To Richard Belofsky And Sangita Rousseau

Teams

Financial Advisory and Representation Team

35 members

Operations and Client Relations Team

7 members

Investment Operations Team

5 members

Leadership Team

4 members

Marketing and Talent Acquisition

3 members

Executive Support Team

3 members

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