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.