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Geoff Juviler
Analyst-Equity at Boston Financial Management LLC
Geoff Juviler active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 01/01/2003 | - |
Portfolio Manager-Equities | 01/01/2003 | - |
Career history of Geoff Juviler
Training of Geoff Juviler
Syracuse University | Undergraduate Degree |
Babson College | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Undergraduate Degree | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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. | Finance |
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