Brad M. Weafer, CFA

Chief Investment Officer

Full Bio

As the Chief Investment Officer, Brad manages the firm’s research team. He is a member of the Investment Policy Committee and is responsible for the oversight of our equity strategies. Brad has analytical responsibilities in securities and has primary coverage across several sectors. In addition, he serves as co-investment advisor to Marlborough North American Fund.

Prior to joining Boston Financial Management in 2011, Brad 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.

Personal Interests

Brad enjoys spending time with his family, snowboarding and following Boston sports teams.

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