Client Advisory

Biography

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.

Education

  • B.S.B.A. in Finance from the University of Louisville
  • MBA from Bellarmine University

Highlights

  • Chartered Financial Analyst

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By clicking “Submit”, 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.