Investments & Research

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.

Karen R. Bottar, Ph.D.

Director of Fixed Income & Managing Director

Full Bio

As the Director of Fixed Income and a Managing Director, Karen is responsible for developing and articulating our fixed income strategy. She has extensive experience utilizing both taxable and tax-exempt strategies and securities. Karen is Chair of the firm’s Investment Policy Committee.

Karen joined Boston Financial Management in 2006 after 16 years with Brown Brothers Harriman. As a Vice President, she managed institutional and individual client portfolios. Prior to that, she was a Vice President and Institutional Portfolio Manager at Bank of Boston.

Karen graduated from Syracuse University with a Master’s degree in Public Administration from the Maxwell School and a Ph.D. in Social Science.

Charitable & Community Involvement

All Newton Music School, Newton, MA – Member, Board of Trustees and Finance Committee

Timothy J. Farina, CFA

Research Analyst 

Full Bio

As an Equity Analyst on the research team, Tim is responsible for the coverage of existing investments and generating new ideas. He is also a member of the Investment Policy Committee that forms the asset allocation and investment direction for the firm.

Tim joined Boston Financial Management in 2008, working in corporate finance and operations. He then spent several years as a member of the client service group before transitioning to his current role in equity research. Prior to joining Boston Financial Management, he worked at BNY Mellon in both the client service and private equity divisions.

Tim earned his Bacholer of Science degree in Business Administration from Boston University’s School of Management with a concentration in Finance.

Industry Accreditation & Affiliations

Chartered Financial Analyst

CFA Institute – member

CFA Society Boston – member

Personal Interests

Tim is in avid New England sports fan, and particularly loves nights at TD Garden watching his beloved Celtics.

Jay P. Nicholls

Portfolio Associate 

Full Bio

As a Portfolio Associate, Jay is responsible for acting as a liaison between the research group and wealth managers.  He assists in the implementation of firm-wide buy and sell decisions as well as monitors existing accounts to remain compliant with client investment policy.

Before joining Boston Financial Management in 2017, Jay worked in fixed income trading for BNY Mellon Wealth Management. 

Jay graduated cum laude from Framingham State University, with a degree in Finance and Economics.

Personal Interests

Jay enjoys playing golf and ice hockey as well as traveling.  He is also a passionate Bruins and Patriots fan.


Timothy M. Robinson, CFA

Research Analyst

Full Bio

As a Research Analyst, Tim is responsible for covering existing investments and generating new ideas.

Before joining Boston Financial Management in 2016, Tim was with Susquehanna Financial Group covering industrials. Prior to Susquehanna, Tim was an Analyst and Forensic Accountant, conducting short-biased equity research across a wide variety of sectors with Off Wall Street Consulting and Voyant Advisors, LLC. Tim has also held operations roles at DB HedgeWorks, LLC and State Street Corporation.

Tim is a graduate of Tufts University with an undergraduate degree in Economics, and has received a professional certificate in accounting from the University of California, San Diego extension school.

Industry Accreditation & Affiliations 

CFA Charterholder

CFA Society Boston – member

Personal Interests 

Tim enjoys spending time with family, carpentry, jogging and home brewing.

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