![Tim Farina](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tim Farina
Portfolio Manager-Aktien bei
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.
Aktive Positionen von Tim Farina
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.11.2024 |
Ehemalige bekannte Positionen von Tim Farina
| Unternehmen | Position | Ende |
|---|---|---|
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 | 01.11.2024 |
Ausbildung von Tim Farina
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
39
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
