Brad M. Weafer, CFA

Chief Investment Officer

Full Bio

As our 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 is also a securities analyst and has primary coverage across several sectors. In addition, Brad 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 in Business Administration.

Personal Interests

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

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