Brad Neumann, CFA® CFP®

Brad helps to develop and implement investment policies for clients. He formerly directed the Firm’s investment research efforts and is an important member of our security selection committee. 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

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