We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2024 as a result of the acquisition of Madison Wealth Management, where he was a Principal and Senior Portfolio Manager
Over 20 years of experience in the financial services arena
Prior to joining Madison, Brad was a senior investment officer and portfolio manager at First Financial Bank and an equity analyst for Morningstar in Chicago and RS Investments in Chapel Hill, NC on both the buy and sell side
Began his career at Deloitte & Touche, where he focused on operational and strategy engagements in the investment management area
Has been quoted and featured in video and print publications including the Wall Street Journal, WSJ Smart Money, Barron’s, Crain’s Business, Cincinnati Business Courier and Dow Jones Market Watch
Life Outside of MAI
Serves on the Board of Trustees for the Madeira Schools Foundation and member of the Finance and Endowment Committee for Crayons to Computers
Served on the Board of Trustees for the Alpaugh Family Economics Center at the University of Cincinnati
Selected for the United Way of Greater Cincinnati’s Board Orientation and Leadership Development program
Served on Miami University’s Professionals Advisory Council for the Farmer School of Business
Named to the Cincinnati Business Courier’s Forty under 40 Class
Resides in Madeira with his wife and two sons
Miami University’s Farmer School of Business, B.S with a double major in Finance and Management Information Systems
We look forward to learning about your financial goals.