Tim R. is an experienced equity research professional with a career spanning over 17 years in financial services. Currently serving as an Equity Research Analyst at Boston Financial Management, LLC since September 2016, Tim has developed expertise in generating actionable investment ideas through detailed research and financial analysis. Previous roles include Equity Research Associate at Susquehanna International Group, Analyst positions at Off Wall Street Research and Voyant Advisors, and a Hedge Fund Administrator role at Hedgeworks LLC. Tim began the career as a Mutual Fund Accountant at Investors Bank & Trust, progressing to Senior Financial Reporting & Compliance Specialist. Tim holds a Bachelor of Arts in Economics from Tufts University and additional studies at UC San Diego.
Boston Financial Management, LLC
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/