Executive Management

Richard Morse

Richard H. Morse Founder and Chairman of the Board

Dick founded Boston Financial Management in 1976 and today serves as Chairman of the Board of Directors. He plays an active role as a Trustee and as a contributing member of the firm’s Investment Policy Committee.

He has chaired several Capital Campaign committees for both Killington Mountain School and Bowdoin College and has played a philanthropic role in many South Shore charities. Additionally, Dick is a Co-founder and former Director of North American Instrument Corporation and a founder of Penmor Aviation.

He earned his B.A. in Economics from Bowdoin College and is actively involved as an alumnus.

RichardM@BFMinvest.com
617-275-0311

Michael L. Brown

Michael L. Brown, JD, CPA President and Chief Executive Officer

As President and CEO, Mike is responsible for corporate management and business development as well as the long term vision of the firm and day-to-day operations. His career has been focused on providing financial, tax, and estate planning services to high net-worth individuals and closely held businesses.

After working at KPMG as a Senior Tax Manager, he left to form Brown & Brown in 1982. Brown & Brown merged into a national CPA firm in 2008 when Mike joined Boston Financial Management. He was also a founder of Brown & Brown Financial, a Registered Investment Advisor, and was named “Estate Planner of the Year” by the Boston Estate Planning Council in 2008.

For the past 15 years, Mike has served on the Board of Community Work Services for the Disabled. He previously served on the Board of the Smaller Business Association of New England, Boston Estate Planning Council, Essex County Estate Planning Council, and was Chairman of the Massachusetts Society of CPAs.

Mike graduated from the College of the Holy Cross with a B.A. in Economics and received his Juris Doctor from the New England School of Law.

MikeB@BFMinvest.com
617-275-0301