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Seth Medalie, CLU®, CHFC®

Seth Medalie, CLU®, CHFC®

President

Founding The Bulfinch Group in 1994, Seth Medalie is passionate in his quest to create the leading investment and financial services firm in New England, always seeking to expand the firm’s talent and client base. He has overseen the opening of several Bulfinch Group offices in Massachusetts, Maine and New Hampshire, in addition to the firm’s 100 plus associates strong headquarters in Needham, MA. His commitment to integrity and understanding the needs of clients have been the pillars of his—and the firm’s -- success.

Seth has a lengthy and active tenure in the financial services industry and has received national industry recognition; he is the immediate past chair of The Guardian Life Insurance Company’s Field Advisory Board, a member of the Boston Society of Financial Services Professionals, the Boston Managers Roundtable, and the World Entrepreneurs Organization. In 2007, Seth accepted the role as Chairman of the Board of Trustees of the Beth Israel Deaconess Hospital in Needham where he oversaw a multi-million dollar renovation of the community hospital, and is currently serving on the Board of Advisors. He also serves as a board member of The Bulfinch Group Charitable Foundation, a position he has held since its inception in 2013. He has also been a board member of the Needham Education Foundation.

He received a B.A. in Economics and Sociology from Colby College in 1982. He currently resides in Needham, MA with his wife Leslie and has two adult children, Ryan and Caitlin.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.