Senior Performance Analyst, Team Lead
Brad supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Brad additionally serves as a performance analytics Team Lead. Prior to joining the firm in 2015, Brad was Customer Service Manager at Fifth Third Bank and a Personal Banker at Suburban Bank and Trust. He earned his BA in Economics from the University of Illinois at Chicago and a MBA with a concentration in Finance from Saint Xavier University’s Graham School of Management. Brad is also a CIPM® designation holder. In his free time, Brad is actively involved with the King Oscar Lodge #855 Freemasons where he serves as a lodge officer. He also enjoys traveling and trying new restaurants with his wife, personal fitness and golf.