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Principal
Louisville
Client Advisory
Brad is a Principal in the Louisville office, where he serves as one of the main traders. In this role, he executes trades and provides research and analysis for model portfolios and on custom client allocations.
Prior to joining Cerity Partners, Brad served as an Investment Analyst at ARGI Financial Group. He started his career in the accounting department at General Electric where he reviewed and approved credit applications for the company’s commercial clients. Following GE, he spent seven years at Wright Express working as a Wholesale Fuel Analyst specializing in inventory management and procurement.
Brad is an avid sports fan, closely following the University of Louisville Cardinals, Cincinnati Reds, and Miami Dolphins. In his free time, he enjoys doing 12–24-piece puzzles and reading 15-page books with his two-year-old daughter, golfing, fishing, and woodworking.
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