Bradley Norton, CFA

Portfolio Manager, Director

Cleveland, OH

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Designations 

  • Chartered Financial Analyst

Work Experience 

  • Joined MAI in 2022 as a result of the acquisition of Winfield Associates, Inc. where he was the Director of Endowment Solutions
  • Has over 20 years of experience helping high net worth individuals and families define and meet their goals and objectives
  • Was an Equity Research Analyst at Victory Capital Management prior to Winfield

Life Outside of MAI 

  • Serves as Trustee and Investment Committee Chair of family foundation
  • Member of the CFA Society of Cleveland

Education

  • Bucknell University, BSBA in Accounting
  • Georgetown University, MBA in Finance

We look forward to learning about your financial goals.

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