Brad Prosper, CFA, CFP®

Senior Associate

Pittsburgh

Client Advisory

Biography

Brad is a Senior Associate in the firm’s Pittsburgh office.

Prior to joining Cerity Partners, Brad was a Senior Research Analyst at XPYRIA Investment Advisors. He served as a member of the Firm’s investment research group where he assisted in conducting investment research that is instrumental in the construction, maintenance, and management of client portfolios. This research includes the procurement of primary data via direct investment manager interviews as well as analyzing information from their data resources.

Education

  • Dual BS degrees in Finance and Accounting with a Minor in Applied Economics from the Pennsylvania State University

Highlights

  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)​

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