Tim Farina, CFA®

Vice President | Financial Advisor | Portfolio Management

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Biography
Education & Other Highlights
Location(s)

Tim Farina is a wealth management financial advisor based in Boston.

CAPTRUST welcomed Tim Farina in 2024, when Boston Financial Management (BFM) became CAPTRUST.

After earning a Bachelor of Science degree in business administration (with a concentration in finance) from Boston University’s School of Management, Tim started his career interning at BFM in 2008, joining full time in 2010. He worked in client service initially, and in 2012 joined the equity research team. Now at CAPTRUST, Tim is responsible for overall asset allocation and individual equity selection.

When not at work, he enjoys spending time with his two boys, Julian and Kieran, and watching Celtics games.

Education

  • Bachelor of Science, business administration, Boston University School of Management

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • CFA Institute, CFA Society Boston

Resources

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