Lead Portfolio Manager
Professional Focus & Services
Brad has spent over twenty years trying to master the markets as both a passion and a profession. For his entire career Brad has honed his natural talents in statistical analysis by applying them to portfolio management with a focus on quantitative finance.
Prior to studying at Colorado State University, Brad already knew that trading markets was his path. Starting with his first employer, Ernst & Young in 1999, Brad began a classical approach to asset valuation and portfolio management. It wasn't until 2013 that Brad broke the mold, applying derivatives not only as as a way to gauge market volatility, but also to hedge downside risk while multiplying upside potential when done successfully. His lifelong pursuit has helped him develop an understanding of global markets and brings an analytical resource to the Impact Investors team and our clients.
Brad enjoys surfing in San Diego as much he does the plunge into deep statistical analysis. Whether it's leading our investment committee or analyzing the carbon off-sets of a client’s portfolio, Brad gets both feet wet, duck diving the ever-present headwinds of the market in order to reach new heights. Brad's personal mission is to support a clean ocean and equality for all walks of life.
Professional Affiliations and Recognitions
Current Team Lead, Impact Investors Investment Committee
Current Member, USSIF: Forum for Sustainable & Responsible Investment
Education, Designations and Registrations
Uniform Securities Agent Series 66
Certified Financial Analyst, CFA - Level One Candidate
B.S. Business Administration, Computer Information Systems, CSU Fort Collins