Brad Michelson, CFA®

Director of Portfolio Management

Brad Michelson, CFA®

Director of Portfolio Management

Brad brings over a decade of experience in asset management, primarily in research and portfolio analysis. He is a dedicated fiduciary and is focused on helping clients achieve their investing goals.

He served six years in the United States Navy prior to attending the University of North Texas, where he earned a BBA in economics and an MBA in finance. He has also earned the Chartered Financial Analyst (CFA) designation and is a licensed investment advisor.

Brad met his wife Meredith while attending UNT. They married in 2015 and live in Rockwall with their two children, Eleanor and Nolan. They enjoy spending free time with family, trying new restaurants, and quiet nights at home with a puzzle or a movie. Brad also enjoys swimming and the occasional round of golf.

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