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Tim Farina
Portföljförvaltare-Aktier på
CapFinancial Partners LLC
Profil
Mr. Timothy J.
Farina, CFA, is a Vice President & Financial Advisor at CapFinancial Partners LLC.
He is responsible for overall asset allocation and individual equity selection.
Mr. Farina was previously employed as a Research Analyst by Boston Financial Management LLC.
He has a Bachelor of Science degree in business administration (with a concentration in finance) from Boston University’s School of Management.
Aktiva positioner av Tim Farina
| Företag | Position | Start |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Portföljförvaltare-Aktier | 2024-11-01 |
Tidigare kända positioner av Tim Farina
| Företag | Position | Slut |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance BFM structures each client's portfolio based upon the unique objectives and circumstances of the client. By identifying quality, undervalued stocks, they expect their portfolios to provide competitive returns over full market cycles. | Analyst-Equity | 2024-11-01 |
Tim Farinas utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
39
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance BFM structures each client's portfolio based upon the unique objectives and circumstances of the client. By identifying quality, undervalued stocks, they expect their portfolios to provide competitive returns over full market cycles. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
