Client Advisory


Brad is a Senior Principal in the Denver office, managing Cerity Partners OCIO client portfolios.

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 leading 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.


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


  • Chartered Financial Analyst®

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