Brad brings over 20 years of experience in financial trading, research and interpretation of regulations, and operations to the role of Compliance Manager at Innovative Portfolios. A seasoned compliance professional, Brad most recently served as Chief Compliance Officer and Relationship Manager at Dinsmore Compliance Services and as Chief Compliance Officer at Bedel Financial Consulting before that. While serving in these roles, Brad handled all aspects of administering the firms’ compliance programs, from onboarding clients and personnel to implementing system edits as regulations changed.
Brad’s extensive compliance experience stretches back to the roles of Chief Compliance Officer for Graydon Compliance Solutions and Compliance Manager for AIG Advisor Group. He also possesses an in-depth understanding of the finance industry, having worked as a Senior High Net Worth Specialist for Charles Schwab.
Brad graduated from Indiana University of Fort Wayne with a B.S. in Business Management. In his spare time, Brad enjoys traveling, biking, playing golf, and spending time with his wife and young son.