Team

BFM Capital assigns a dedicated team of seasoned professionals to each of our client relationships. Together, they will coordinate the different areas of your finances, and work with you to develop the best strategy for achieving your goals.

Brad M. Weafer, CFA
Chief Investment Officer and
Lead Portfolio Manager

Timothy J. Farina, CFA
Research Analyst

Timothy M. Robinson, CFA
Research Analyst

Brad M. Weafer, CFA

Chief Investment Officer and
Lead Portfolio Manager

Brad Weafer leads investment efforts at BFM Capital and is the lead Portfolio Manager for the strategy. Brad also assumes research coverage on many portfolio companies. Prior to joining BFM Capital, Brad was an actuary and senior consultant at Mercer. He is a graduate of the University of Vermont with a degree in Economics. Brad graduated sum cum laude from Babson College with a Master’s degree in Business Administration. He is a Chartered Financial Analyst.

Timothy J. Farina, CFA

Research Analyst

Tim Farina is a Research Analyst at BFM Capital. He has supported the strategy since inception and covers portfolio companies in a wide array of industries. Prior to BFM Capital, Tim worked at BNY Mellon in both the Client Service and Private Equity Divisions. He earned his Bachelor of Science degree in Business Administration from Boston University’s School of Management with a concentration in Finance. He is a Chartered Financial Analyst.

Timothy M. Robinson, CFA

Research Analyst

Tim Robinson is a Research Analyst at BFM Capital. Tim joined the firm in 2016 and covers a number of portfolio companies across multiple sectors. Prior to BFM Capital, Tim was with Susquehanna Financial Group covering industrials. He was also 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 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. He is a Chartered Financial Analyst.

Jay P. Nicholls, CFA
Head Trader

Kevin M. Perniciaro
Trading and Research Assistant

Jay P. Nicholls, CFA

Head Trader

Jim Nicholls is the Head Trader at BFM Capital supporting the strategies since 2017. Prior to BFM Capital, Jay worked in fixed income trading for BNY Mellon Wealth Management. Jay graduated sum cum laude from Framingham State University, with a degree in Finance and Economics.

Kevin M. Perniciaro

Trading and Research Assistant

Kevin Perniciaro supports both the Trading and Research Team in his role as Trading and Research Assistant. Kevin joined the firm in 2018. Prior to BFM Capital, Kevin worked as an Assistant Portfolio Manager in BNY Mellon’s Family Office Group. Kevin graduated from Louisiana State University with an undergraduate degree in Finance. He also graduated from the University of Massachusetts, Boston, with a Master’s degree in Finance.

Stephen V. Kenney
President and
Chief Executive Officer

Charles J. Zambri
Chief Operating Officer and
Chief Compliance Officer

Stephen V. Kenney

President and
Chief Executive Officer

Steve is responsible for day-to-day management of the firm and executing its long-term strategic plan.

Prior to BFM Capital, Steve was Founder and Managing Partner of Perago Partners, LLC, a family wealth consulting firm, and co-Founder and Managing Director of SCS Financial Services, LLC. Before his 14 years at SCS, Steve was Executive Vice President and Board Member of Atlantic Trust Company, N.A. (now CIBC Private Wealth). Earlier in his career, Steve was an attorney in private practice in Washington D.C.

Steve graduated from Boston College with a degree in Economics, earned his MBA in Finance at Fordham University, and J.D. from the Columbus School of Law at The Catholic University of America.

Charles J. Zambri

Chief Operating Officer and
Chief Compliance Officer

As the Chief Operating Officer, Charlie is responsible for Boston Financial Management’s day-to-day operations and technology infrastructure. As Chief Compliance Officer, he administers the compliance program and keeps the firm informed of all pertinent regulatory matters.

Prior to BFM Capital, Charlie spent seven years at State Street Bank and Trust, where he held various positions, most recently as the Assistant Vice President in their Wealth Manager Services Division.

Charlie is a graduate of Saint Michael’s College with a Bachelor of Science degree in Business Administration and received his Master’s degree in Business Administration and a Master of Science degree in Finance from Boston College’s Carroll School of Management.