TFC Financial Management

30 Federal Street, 7th floor - Boston, MA 02110

Main Phone: 617-210-6700 - Main Fax: 617-210-6750

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Client Service

TFC's Client Service team oversees all aspects of portfolio administration including the monitoring and administration of client accounts and quarterly client reporting.

Michelle C. Volpe, Senior Client Service & Compliance Administrator

Michelle Volpe joined TFC Financial Management in March 2011 as a member of the Client Service Team. She works with client advisors, monitors and trades client portfolio holdings, and assists with quarterly billing and reporting. In addition, she provides client portfolio accounting and reconciliation assistance, oversees many aspects of the firm’s compliance process, and assists with client meeting preparation. Ms. Volpe is a member of the Advent Users Group (AUG).

Prior to joining TFC Financial Management, Ms. Volpe was a Senior Client Service Representative for Brown Brothers Harriman, where she oversaw the daily portfolio accounting of numerous mutual funds for institutional clients, both domestically and internationally.

Ms. Volpe is a graduate of West Chester University, with focuses in both Nutrition and Education. She has also received her Registered ParaplannerSM certification from the College of Financial Planning. Currently, she is enrolled in the Accounting Certificate program at Northeastern University and plans to pursue additional courses in finance. Ms. Volpe serves as a leader on the Boston Chapter for Opportunity International and volunteers with Thompson Island Outward Bound, Cradles to Crayons, and Room to Grow.

Joel B. Wald, Client Service Administrator

Joel Wald joined TFC Financial Management in 2012 as a member of the Client Service Team. He works with client advisors on all account administration activities, and assists with quarterly client reporting and billing. In addition, he is involved with client meeting preparation and is responsible for daily portfolio accounting and reconciliation.

Prior to joining TFC Financial Management, Mr. Wald was a Financial Representative for Northwestern Mutual. He passed the Connecticut Life and Health Insurance Exam, and he sold risk management products including life insurance, disability insurance, and long term care.

Mr. Wald is a graduate of Cornell University with a BA in Economics and a minor in Law and Society. He received his bachelor’s degree with distinction in all subjects. Mr. Wald plans to pursue additional courses in finance to become a Certified Financial Planner.

Constance H. Wyllie, Director of Client Service and Operations

Constance Wyllie has been with TFC Financial Management since 1985. She oversees all aspects of portfolio administration, trading, and quarterly client reporting, including supervision of the firm's portfolio accounting and trading systems. As a participant of TFC's Investment Committee, she is responsible for the accurate and timely implementation of the committee's strategic decisions. She also provides client relationship support.

Ms. Wyllie is a member of the Advent Users Group (AUG), a forum designed to facilitate information-sharing between users of Advent Software's portfolio management and trading applications.

Ms. Wyllie received her Financial Paraplanner Certificate from The College of Financial Planning, and is a graduate from Becker College. Her education also includes courses sponsored by The American College taken at the Insurance and Financial Services Institute at Northeastern University.