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.
Lead Portfolio Manager
Brad M. Weafer, CFA
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
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
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.
Rylee Clarkin
Rylee Clarkin is the Investment and Trading Associate at BFM Capital supporting the research and trading team, to implement investment strategies in client portfolios. Prior to BFM Capital, Rylee was the Director of Investment Services at Amon & Associates. She graduated from the University of Connecticut with a Bachelor of Arts degree in Economics.
Jay P. Nicholls, CFA
Jim Nicholls is the Director of Trading 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.
Chief Executive Officer
Chief Compliance Officer
Louis Crosier
Chief Executive Officer
Louis is responsible for the day-to-day management of the firm and executing its long-term strategic plan. His top priority is listening to our clients and understanding their wealth management needs.
Louis has over 20 years of wealth management experience, most recently as President of Asset Allocation Strategies at Cambridge Trust Company. Cambridge Trust acquired Wellesley Investment Partners where Louis served as President. Louis began his wealth management career at Goldman Sachs. In 2002, he joined Windward Investment Management as Principal and subsequently Managing Principal. Windward was acquired by the Charles Schwab Corporation in 2010.
Louis attended Dartmouth College where he pursued a double major in psychology and French literature. He received his Master’s in Education from Harvard University and a Master of Business Administration from Dartmouth’s Amos Tuck School. He is the author of Selling Your Business: The Transition from Entrepreneur to Investor (Wiley, 2004) and continues to enjoy research and writing.
Charles J. Zambri
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.
