Lynne J. Maselan

Finance

Consumer Services

Profile

Ms. Lynne J.
Maselan is a Managing Director & Portfolio Manager at Boston Financial Management, Inc. She is a Managing Director of Boston Financial Management and a Portfolio Manager for high net-worth individuals, family groups and charitable foundations.
She has had long-standing relationships with many of her clients, serving as their primary wealth advisor for more than 25 years.
She joined Boston Financial Management in 2010 after having spent close to 40 years in the investment industry, beginning with Old Colony Trust.
She spent the majority of her career with Bank of Boston Private Bank and its successor firms, including most recently US Trust.
Ms. Maselan is a graduate of the University of Vermont, from which she received her BA degree.
She is a member of the CFA Institute and the Boston Security Analysts Society.

Former positions of Lynne J. Maselan

Companies	Position	End
Bank of Boston Corp.	Corporate Officer/Principal	-
US Trust	Corporate Officer/Principal	-
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Portfolio Manager-Equities	-

See the detail of Lynne J. Maselan's experience

Training of Lynne J. Maselan

University of Vermont

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies