Brad C. Neumann, CFA®
Senior Portfolio Manager
Brad is responsible for directing the Firm’s investment research efforts. He chairs our security selection committee and supplies the group with study results, trend surveys, detailed fund and security analysis and a wide range of other metrics that enhance the sophistication and depth of our recommendations. He also helps develop and implement investment policies for clients. Brad came to the Firm after seven years as an independent advisor for a national broker dealer enabling accountants to deliver investment services. His experience in designing portfolios and selecting securities in accordance with customized objectives blends very well with our philosophy and approach. Brad entered the profession as a clerk to a team of traders on the Chicago Board Options Exchange.
Brad graduated from the University of Wisconsin with a degree in Economics. He has earned the highly respected Chartered Financial Analyst (CFA®) designation. He is a member of the CFA Institute and served as a Director and Treasurer of the CFA Society of Washington, D.C. from 2012 to 2017.