As our Chief Compliance Officer and Chief Financial Officer, Elizabeth C. Derway is responsible for the firm’s compliance and financial functions including accounting, audit, and corporate finance.
Sean is the LPL Branch Manager of the Boston office of Coburn Financial. He has been a member of the firm’s management team for over a decade.
David S. Coburn is the President and Chief Executive Officer of Coburn Financial. David joined his father, Barry M. Coburn, and his grandfather, Robert B. Coburn, the founder of Coburn Financial, in 1984. David transitioned into the role of the President and CEO in 2013.
Martin S. Bodner is the Executive Vice President of Coburn Financial. In addition to playing a role on our management team, Martin is a Principal of our firm, coupled with running his own practice.
Leslie E. Archambault is committed to providing exceptional administrative and client support. Her eye for detail and technical skills are evident in everything she does for Coburn Financial.
Penny G. Nasiatka manages the back-office operations for our Simsbury, CT office. She oversees client requests such as asset movements, security transfers, trade reconciliations, and account inquiries.
