About the Authors
Dave Porter
Dave Porter is the managing partner of Boston-based Baystate Financial Services, the largest “hybrid” financial services agency (selling both investment and insurance products) in the United States. A one-time insurance salesman, Dave took over Baystate Financial at age thirty-five and has grown its revenues from $1 million to $100 million a year and its staff to nearly 300 financial planners.
Lauded for his accountable business practices by industry peers, the Boston media and his own associates, Dave is a Boston Business Journal Most Admired CEO, and Baystate has been on the publication’s list of the Best Places to Work in Boston for multiple years. In addition, Baystate has been honored by the Greater Boston Chamber ...
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