Our Team

We provide financial strategies that are easy to understand and implement.

By establishing a long-term relationship based on trust, we instill our clients with the confidence towards achieving their goals and aspirations.

Investment Team

Investment Operations

Wealth Advisors

Our practice is supported by a dedicated team of financial professionals at The Bulfinch Group. We collaborate closely with these individuals to provide comprehensive guidance and deliver the highest level of service to our clients.

Click here to meet other Bulfinch Professionals

Team Photos

Investments Mike Peter-Edit (1).jpg
A group of seven people standing indoors in front of large windows. They are dressed in business casual attire, smiling at the camera. The room has patterned curtains and carpet, with two wall-mounted light fixtures visible.
Group of people wearing numbered bibs posing at the "Newton Start" banner for a Jimmy Fund Walk event, with trees and a clear sky in the background.
Investments Hub Teams-Edit.jpg
Group of four people standing indoors in front of greenery, wearing business casual attire, smiling at the camera.
A group of people at an outdoor event, with two men in the foreground wearing sunglasses and hats. Behind them, a banner reads 'Finish Line,' with colorful balloons arching over the path. The event appears to be well-attended, with many individuals w
Group of people posing with signs at a charity walk event in front of Boston Marathon Jimmy Fund Walk banners. Participants are holding "10K," "I did it!" and "Finish" signs, with balloons in the background. A stroller with a child is also visible. S
Five people in matching baseball jerseys stand in front of an empty sports field, possibly a stadium, with city skyscrapers in the background.
Two people on a sandy beach near a lighthouse at sunset.
Two men posing at a baseball stadium, one wearing a colorful shirt, the other in a white patterned shirt. The field and stadium lights are visible in the background.
Group of people standing in front of Cradles to Crayons banners inside a building.
Group of people cleaning shoes at a large workspace with shelves of labeled boxes in the background.
Two men smiling while standing in a warehouse with shelves stocked with boxes. A "Cradles to Crayons" sign is visible in the background.
A group of eight people dressed in formal business attire standing in a well-lit room with patterned carpeting and white walls.