We'd Love to Hear from You.

Contact Us

260 Franklin Street
Suite 1888
Boston, MA 02110

Main phone: 617-210-6700
Main fax: 617-210-6750

Hours of operation:
M-Th 8:30a-5:00p and Fr 8:30-4:00p

Fill out my online form.

Key Contacts

Renée Kwok, CFP®
President & CEO
617-210-6700 
Email

Daniel S. Kern, CFA, CFP®
Chief Investment Officer
617-210-6700 
Email

TFC Careers

We are proud to offer competitive salaries and comprehensive benefits while providing a supportive, collaborative, and entrepreneurial environment that cultivates professional growth.

Our vast network of colleagues encourages team members to form important professional relationships that endure throughout their careers.

There are currently no available positions.

MEET OUR TEAM

img
Dan Kern

CFA®, CFP®, Chief Investment Officer

img
Leann Sullivan

CFP®, Vice President

img
Tom Hudson

CFA®, Director of Investment Research

img
Michelle Herd Soufan

CFP®, Senior Client Advisor