The Bulfinch Group


InsuranceEmployee Benefits & ConsultantsFinancial Services

About Us

Headquartered in Needham MA with offices throughout New England, The Bulfinch Group is a financial services and investment firm dedicated to ensuring that our clients -- individuals, families and businesses -- reach their maximum wealth potential and financial goals. We offer extensive experience and world class service focusing on understanding our clients' unique dreams and aspirations and implementing comprehensive strategies to help them build and preserve wealth. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting advisors, The Bulfinch Group provides comprehensive financial strategies that best address the unique financial concerns, goals and objectives of the client. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.


Rep/Contact Info

Lee Adelson
Financial Representative
William Altman
Financial Representative
Matthew Berard
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Sam Bohmiller
Financial Representative
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Jim Bricker
Financial Advisor
Jeff Britton
Harry Brousaides
Robert Canter
Hayden Cassidy
Financial Respresentatve
Andrew Chadie
Brad Champion
Caroline Christiano
Community Relations
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Gina Christiano
Marketing & Talent Acquisition Coordinator
Ken Davis
Katie Dye
Michael Elcock
Jordan Ellerbe
Jake Filoon
Gary Frawley
Bob Furlong
Gracio Garcia
Derek Gardella
Jeff Gordon
Mr. John Gorham
Doug Hall
Tom Harmon
Partner / Senior Vice President
Michael Hertz
Kellie Jenkins
Traci Jenks
Erik Johnson
Managing Director
Sangita Joshi
Yan Katz
Catherine Kennedy
Christie Kozak
marketing & pr
Amy Lampert
Financial Advisor
Emma Leader
Peter Leddy
Mr. Marcos Lopez
Martin Lowenthal
Financial Representative
Peter Magni
Financial Representative
Derek Mazzarella
Sheila McCarthy
Financial Representative
Andrew McGill
Caitlin Medalie
Leslie Medalie
Mr. Seth Medalie
Michael Murray
Dimitry Neyshtadt
Galina Pekurovskaya
Jonathan Pierre
Doug Reiss
Brett Rogers
Maureen Ryan
Kevin Schneider
Fawn Sherman
Zvi Shtifter
Margaret Simonds
Chris Steward
Terry Stramowski
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Ms. Amanda G. Walker
Director of Business Development for Martin Lowenthal
Ron Watt
Roy Yehuda

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