Boston Financial Management, headquartered in Boston, has promoted Katie Exchange to the position of associate wealth manager of the firm’s new Portland, Maine, office, which opened in January.
Exchange was formerly employed as a client service associate. Before joining Boston Financial, Exchange served as an account officer for F.L. Putnam Investment Management Co.
She earned a bachelor’s degree in business management and innovation engineering from the University of Maine.
Founded in 1976, Boston Financial Management LLC provides wealth management and investment advisory services for individuals, families, endowments and nonprofit organizations.