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Brad Edson , CFA

Senior Principal

Denver

Client Advisory

Biography

Brad is a Senior Principal in the Denver office, where he leads the Cerity Partners OCIO Portfolio Management Team.

Before joining Cerity Partners, Brad was a Managing Director and a member of the Portfolio Management Team at Agility. Prior to that, Brad served as a senior member of the Investment Team at Mount Yale Capital Group, LLC where he sourced and conducted research on traditional and alternative investment managers on a platform with over $1.5 billion in assets. His responsibilities included financial market research, investment, and operational due diligence and financial modeling. Brad also played an important role in the separately managed account platform of equity long/short strategies.

In his spare time, Brad enjoys hockey, golf, and camping and hiking with his wife.

Learn more about Cerity Partners OCIO.

Education

  • B.A in Economics from the University of Colorado at Boulder

Highlights

  • Chartered Financial Analyst®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.