Kristina A. Erasmus

Finance

Consumer Services

Profile

Ms. Kristina A.
Erasmus is Senior Client Services Associate at Boston Financial Management, Inc. As a member of the firm's Client Service Team, she works closely with Portfolio Managers to provide wealth services to clients.
In doing so, she acts as liaison between clients, attorneys and accountants to provide exceptional client service in the daily administration of trust, retirement and individual investment management accounts.
She is also responsible for the management of special projects.
She joined Boston Financial Management in 2003 as the Administrative Coordinator prior to transitioning to the Client Service Team.
Ms. Erasmus earned her B.A.
and M.A.
at the University of Connecticut.
She is also a graduate of the Cannon Financial Institute Trust School.

Former positions of Kristina A. Erasmus

Companies	Position	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	23/06/2010

See the detail of Kristina A. Erasmus's experience

Training of Kristina A. Erasmus

University of Connecticut

Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies