With significant experience in bond trading and sales, and mutual funds and commodities trading, Brad has been involved in sales in the Midwest for an affiliated registered investment advisory firm and its institutional division. He will serve as Vice President of the Midwest region for Innovative Portfolios.
After 11 years as both an account manager for Schwab’s Institutional Sales Group and a Relationship Manager assisting its Service Group, Brad served as an Investment Advisor Representative consulting with high net worth clients at J.E. Simmons & Co. He later developed new client sales and handled ongoing wealth management strategies and programs at Zacks Investment Management for eight years.
Brad is a graduate of Northern Illinois University.