TFC Financial Management

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Administrative

The firm's administrative staff ensures that TFC remains highly responsive to client needs by maintaining our in-house portfolio accounting system, and by supporting the client services efforts of our managers and client advisors.

Cheryl L. Bateman, Director of Administration

Cheryl Bateman joined TFC Financial Management in 2005, and is responsible for managing the firm's day-to-day business operations. Her responsibilities encompass office administration, human resources, corporate finance, and information technology. Prior to joining TFC, Ms. Bateman served as Director of Administration at Kanter Troy, Orleans & Wexler. Previous experience includes several years as Assistant Director of Administration for Ernst & Young, and Administrative/Finance Manager at Hay Group. Ms. Bateman is a graduate of Endicott College.

Susan Frodigh, Executive Assistant

Susan Frodigh joined TFC Financial Management in 2008. As the executive assistant to the Chairman and the President, she provides high-level administrative support with a focus on developing and managing client relationships. Ms. Frodigh assists in the preparation of meeting materials and manages client data in the document management system. She also prepares marketing materials and arranges meetings, conferences, and special events.

Prior to joining TFC Financial Management, Ms. Frodigh was the executive assistant to the Chief Investment Officer at State Street Global Advisors.

Ms. Frodigh received her Bachelor of Science in English degree (magna cum laude) from Northeastern University and is a graduate of Katharine Gibbs School as well as The Institute of Children's Literature. She is a member of the Pembroke Historical Society and a volunteer with the Pembroke Arts Festival. Ms. Frodigh also enjoys being a contributing writer to newspapers south of Boston.

Kathleen M. Schroth, Receptionist/Administrative Support

Kathleen M. Schroth, Receptionist/Administrative Support, joined TFC Financial Management in 1996. She plays a key role as part of the administrative support team. Prior to joining TFC Kathleen worked in a similar role for 23 years at the Bank of Boston, now Bank of America.