TFC Financial Management Inc

Scott Burg is a CFA® charterholder with two years of industry experience. He has worked at TFC Financial Management Inc since 2023 and previously spent twelve years at CIBC Private Wealth. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset approach using no-load mutual funds and ETFs, supported by a formal Investment Committee and documented due diligence.

Frederick Pryor is a financial advisor at TFC Financial Management Inc. in Boston, MA, holding a Series 63 designation with 31 years of industry experience. He has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management provides discretionary investment management and financial planning services primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform, combining model templates with customized client portfolios.

Brian Presti is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with TFC Financial Management Inc, where he has worked since 2023. His prior roles include positions at The Colony Group, LLC and Harvest Capital Management Inc. TFC Financial Management provides discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform with a focus on no-load mutual funds and ETFs, and maintains formal investment oversight through an Investment Committee and team analytics.

Jenna Israni is a ChFC® credentialed financial advisor at TFC Financial Management, Inc. in Boston, MA, with six years at the firm and a total of 17 years of industry experience. Her prior roles include positions at Morana Law Office, LLC, TIAA Kaspick, and Fiduciary Trust Company. TFC Financial Management, Inc. provides discretionary investment management and financial planning services primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset approach with an open-architecture model, combining active and passive strategies tailored to each client’s investment policy.

Antonette Grimm is a CFP® professional with four years of industry experience. She has worked at TFC Financial Management, Inc. since 2021 and previously spent seven years at Sandy Cove Advisors, LLC. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset open-architecture investment approach, combining model templates with tailored client Investment Policy Statements and employs formal investment oversight through a committee and third-party consultants.

Hilary Champagne is a CFP® professional with one year of industry experience. She is currently with TFC Financial Management Inc and previously worked at CIBC Private Wealth for seven years. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset approach with an open-architecture model and maintains formal investment oversight through an Investment Committee and documented due diligence.

Michael Meehan is a CFP® and PFS™ at TFC Financial Management Inc with five years of industry experience. He has worked at TFC Financial Management since 2020 and previously spent 20 years at BNY Mellon. TFC Financial Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using no-load mutual funds and ETFs, combined with active strategies selected through a formal due-diligence process.

Leann Sullivan is a CFP® professional with 21 years of industry experience, currently serving at TFC Financial Management Inc. since 2001. She holds Series 63 and Series 65 licenses and is based in Boston, MA. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations, managing approximately $1.537 billion for about 409 clients. The firm employs a globally diversified, multi-asset investment approach with an open-architecture model, using no-load mutual funds and ETFs supplemented by selective active strategies.

Jane Barney is a CFP® with 23 years of industry experience and has been with TFC Financial Management Inc. in Boston, MA since 2007. She holds Series 63 and Series 65 licenses and serves as a trustee managing investments and distributions for beneficiaries of a trust. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset approach with open-architecture portfolios tailored to each client's Investment Policy Statement.

Renee Kwok is a CFP® professional with 23 years of industry experience, currently serving at TFC Financial Management Inc. in Boston, MA. She has been with TFC Financial Management since 1991, contributing over three decades to the firm’s operations. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations, managing approximately $1.5 billion for about 400 clients. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform with no-load mutual funds and ETFs, supported by a formal investment committee and documented due diligence.

Victor Sinopoli is a CFP® professional at TFC Financial Management Inc with two years of industry experience. Prior to joining TFC Financial Management in 2022, he held positions at Moors & Cabot Inc., Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Rebellion Research. TFC Financial Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset investment approach with an open-architecture model and employs formal investment oversight through a dedicated committee and consulting arrangements.