Brad Michael Weafer
Director de Investigación - Acciones en Boston Financial Management LLC .
Perfil
Mr. Brad M.
Weafer, CFA MBA, is a Chief Investment Officer at Boston Financial Management LLC.
He manages the firm’s research team.
He is a member of the Investment Policy Committee and is responsible for the oversight of the firm's equity strategies.
He has analytical responsibilities in securities and has primary coverage across several sectors.
Prior to joining Boston Financial Management in 2011, Mr. Weafer was an Actuary and Senior Consultant at Mercer.
He is a graduate of the University of Vermont with an undergraduate degree in Economics.
He also graduated summa cum laude from Babson College with a Master’s degree in Business Administration.
Cargos activos de Brad Michael Weafer
| Empresas | Cargo | Inicio |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Director de Investigación - Acciones | 01/01/2011 |
Antiguos cargos conocidos de Brad Michael Weafer.
| Empresas | Cargo | Fin |
|---|---|---|
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | - |
Formación de Brad Michael Weafer.
| Babson College | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
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