Brad Hess, CFA

  • Bachelors of Arts, Economics and Business Administration, Ursinus College
  • Masters of Business Administration, Cornell University
  • CFA® Charterholder

Brad Hess is a Consultant at AndCo. His responsibilities include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Brad brings over 15 years of institutional investment experience to AndCo. He started with AndCo as a Senior Research Analyst and has extensive experience conducting independent investment manager research.  Prior to joining AndCo, Brad was a Research Analyst at Lockwood Advisors and at FIS Group, where he specialized in finding emerging managers for clients such as CALPERS and the NY State Common Fund. Brad was also a member of FIS Group’s Investment Committee.