Tim Farina

Portfolio Manager-Equities at

CapFinancial Partners LLC

Finance

Consumer Services

Profile

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.

Tim Farina active positions

Companies	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.	Portfolio Manager-Equities	31/10/2024

All active positions of Tim Farina

Former positions of Tim Farina

Companies	Position	End
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	31/10/2024

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Linked companies

Private companies	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

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