Brad Michael Weafer
Director of Research - Equity at Boston Financial Management LLC
Profile
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.
Brad Michael Weafer active positions
| Companies | Position | Start |
|---|---|---|
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 of Research - Equity | 01/01/2011 |
Former positions of Brad Michael Weafer
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Brad Michael Weafer
| Babson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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