Seth Medalie founded The Bulfinch Group in 1994 with a goal to create the leading investment and financial services firm in New England. He oversaw the openings of Bulfinch Group offices in Massachusetts, Maine, and New Hampshire, in addition to the firm’s 100 plus associate strong headquarters in Needham, MA. His commitment to integrity and understanding the needs of clients have been the pillars of the firm’s success.
Seth has had a lengthy and active tenure in the financial services industry and has received national industry recognition; he has served three times as Chair of The Guardian Life Insurance Company’s Field Advisory Board and was a member of the Boston Society of Financial Services Professionals. Seth was also an active member of the World Entrepreneurs Organization and Boston Managers Roundtable.
A committed community member, Seth was the Chairman of the Board of Trustees of the Beth Israel Deaconess Hospital (Needham, MA) where he oversaw a multi-million-dollar renovation of the hospital; he is currently an Advisor for Life at the hospital. He is also a Board Member of The Bulfinch Group Charitable Foundation, a position he has held since its inception in 2013. Additional leadership positions have included being a Board Member of Charles River Country Club and the Needham Education Foundation.
Seth holds a B.A. in Economics and Sociology from Colby College and resides in Dedham, MA with his wife Leslie; their two adult children, Ryan and Caitlin, also live in the greater Boston area.
Registered Representative & Financial Advisor of Park Avenue Securities