Brad is a Senior Research Analyst at AndCo. Brad serves client needs by conducting investment manager due diligence within most areas of the domestic equity space.
Prior to joining AndCo, Brad spent time out of the investment industry with Disney Parks and Resorts as a Senior Financial Analyst. Prior to Disney, Brad was an equity research intern with Lombardia Capital Partners. During business school, he was a Portfolio Manager at the Cayuga Fund. Before school, he had 12 years of investment experience, most recently at FIS Group in Philadelphia. At FIS Group, Brad was Assistant Vice President, Manager Research and spent over 8 years conducting manager research, primarily in the Small, Mid and All Cap Equity space. Brad also held positions at Lockwood Advisors early in his career.