Martin Lowenthal in

Martin Lowenthal

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Financial Representative at The Bulfinch Group
📍 Greater Boston, United States

Martin Lowenthal is a Financial Representative at The Bulfinch Group with over 30 years of experience. A graduate of Boston Universitys Questrom School of Business, he specializes in risk and tax management for executives and business owners, focusing on equity-based compensation and investment strategies.

Outside of his financial practice, Martin is passionate about fostering entrepreneurship. He is a member of Boston Harbor Angels, helping early-stage businesses raise capital, and mentors MBA students at Babson College. He also serves on the New England board for the Jewish National Fund.

He holds eight advanced professional designations, including AEP®, CLU®, ChFC®, and WMCP®, demonstrating a deep commitment to education-based financial advisory.

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Experience
25 Years
Current Role
Financial Representative
Job Level
Junior
Location
Greater Boston, United States
Personality Overview

How Martin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Martin cares about

Tax Optimization
He specializes in helping executives and business owners understand the complex tax implications of their compensation and investments to improve their financial outcomes.
Business Risk Management
He advises business co-owners on succession planning and strengthening liability protections to ensure continuity and protect personal assets.
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Career

Work history

3-2010
Financial Representative
The Bulfinch Group
11-2007 - 11-2011
Mentor
Babson College
6-2007 - 4-2023
Spectacularly proud member.
Boston Harbor Angels
1-2001 - 5-2017
NE Board of Directors
Jewish National Fund
2-2000 - 7-2006
Branch manager
Carlin Financial Group
In the press

Media appearances

Newton Resident Martin Lowenthal of The Bulfinch Group Receives Prestigious AEP. Featured in Patch.com
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Education
2000 - 2001
MSIM
Questrom School of Business, Boston University
1984 - 1986
B.Comm
University of Cape Town
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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