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Katie Exchange - Email & Phone Number

Associate Wealth Manager at Boston Financial Management, Llc

Katie Exchange is based out of Portland, Maine Metropolitan Area and works at Boston Financial Management, Llc as Associate Wealth Manager.

Katie Exchange's Contact Information

Katie Exchange's Work email
k*****@boston***.com
Valid
Latest update
October 14, 2025
Location
Portland, Maine Metropolitan Area

Katie's current employer

Boston Financial Management, Llc logo

Boston Financial Management, Llc

Description
Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and non pr...
HQ Location
Boston, Massachusetts, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Katie Exchange

What company is Katie Exchange working for?
Katie Exchange works for Boston Financial Management, Llc.
What is Katie Exchange's function at Boston Financial Management, Llc?
Katie Exchange is Associate Wealth Manager at Boston Financial Management, Llc.
Where is Katie Exchange based?
Katie Exchange is based out of Portland, Maine Metropolitan Area.
What is Katie Exchange's work email address?
Katie Exchange's professional email address is k*****@boston***.com
Who are Katie Exchange's co-workers?
Katie Exchange's colleagues are Louis Crosier, Mike Brown, Patricia Ferris, Bradford Gardner, Theodore Shediac, Bottar Karen, Jonathan Cottrell, Dana Clark, Charles Zambri, Laurie Novak, Alan Macdonald, Susan Zimmerman, Abby Psyhogeos, Susan Black, Elizabeth Pedersen, KC King, Stephen McCabe, Jay Nicholls, Jeremy Glenn, Yvan Bodart, Kathleen Sablone, Alisa O'Neil, Timothy Farina, Brad Weafer, Carol Cusson.
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Katie's co-workers

Louis Crosier avatar
Louis Crosier
President & CEO
Mike Brown avatar
Mike Brown
Vice Chairman and Managing Director
Patricia Ferris avatar
Patricia Ferris
Vice President, Client Service and Training
Bradford Gardner avatar
Bradford Gardner
Managing Director
Theodore Shediac avatar
Theodore Shediac
Managing Director
Bottar Karen avatar
Bottar Karen
Managing Director
Jonathan Cottrell avatar
Jonathan Cottrell
Managing Director
Dana Clark avatar
Dana Clark
Managing Director
Charles Zambri avatar
Charles Zambri
Chief Operating Officer, Chief Compliance Officer & Director of Client Service
Laurie Novak avatar
Laurie Novak
Managing Director and Wealth Manager
Alan Macdonald avatar
Alan Macdonald
Managing Director
Susan Zimmerman avatar
Susan Zimmerman
Managing Director
Abby Psyhogeos avatar
Abby Psyhogeos
Managing Director
Susan Black avatar
Susan Black
Managing Director
Elizabeth Pedersen avatar
Elizabeth Pedersen
Director of Communications
KC King avatar
KC King
Managing Director
Stephen McCabe avatar
Stephen McCabe
Managing Director
Jay Nicholls avatar
Jay Nicholls
Director of Trading
Jeremy Glenn avatar
Jeremy Glenn
Managing Director
Yvan Bodart avatar
Yvan Bodart
Managing Director, Wealth Manager
Kathleen Sablone avatar
Kathleen Sablone
Chief Planning Officer
Alisa O'Neil avatar
Alisa O'Neil
Chief Planning Officer
Timothy Farina avatar
Timothy Farina
Equity Research Analyst
Brad Weafer avatar
Brad Weafer
Equity Research Analyst
Carol Cusson avatar
Carol Cusson
Controller
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