Name variants:
Bradford Felix,
Bradley Felix
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 1, 2022
Email
b.**@truepointwealth.com, br**@gmail.com
Location
Cincinnati, OH
Company
Workplace
Colleagues
Work History
Technology Specialist
9999 Carver Rd SUITE 200, Cincinnati, OH 45242
Truepoint Wealth Counsel offers a full range of wealth management services – tailored to client needs and delivered with a personal touch. As fiduciaries, we always place clients first in pr...
from Mar 2016
Portfolio Manager, Founder
1123 Walnut St, Cincinnati, OH 45202
RhineVest is a fee-only, registered investment advisor providing financial planning and investment management services to clients, regardless of net worth or investable assets. Clients benef...
from Sep 2015
Portfolio Manager, Research Analyst
221 east 4Th St SUITE 2700, Cincinnati, OH 45202
Opus Capital Management is a registered investment adviser with over $1B in assets providing investment management services to institutional and high net worth clients. ➢ Promoted to portfol...
Jul 2009 — Nov 2014
Research and Manager Coverage Analyst
Chicago, IL
Assisted a team of Portfolio Managers with fundamental and quantitative analysis to help construct and manage a fund-of-hedge funds portfolio. ➢ Created and analyzed monthly exposure, attrib...
May 2008 — Aug 2008
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Advised clients on meeting their long-term financial goals and recommended financial products to help them achieve their investment policy objectives. ➢ Used client portfolio data to run qua...
Jul 2007 — Aug 2007
Customer Service Representative
50 north 3Rd St, Newark, OH 43055
Jun 2006 — Aug 2006
Education
2005 — 2009
2001 — 2005
Occupations
Financial Broker
Portfolio Manager
Executive
Founder
Advisor
Lawyer
Fiduciary
Investment Analyst
Financial Analyst
Founding Member
Chief Executive
Trust Law Attorney
Lawyer
Skills
Leadership
Value Investing
Financial Modeling
Portfolio Management
Monetary Policy
Html
Css
Javascript
Investments
Equity Valuation
Financial Planning
Budget Monitoring
Retirement Planning
Personal Finance
Budgeting
Finance
Quantitative Analytics
Start Up Ventures
Venture Capital
Dividends
Due Diligence
Macroeconomics
Quantitative Finance
Valuation
Jquery
Hedge Funds
Financial Services
Lean Startup
Insurance
Management
Research
Investment Management
Private Equity
Financial Analysis
Corporate Finance
Credit Risk
Credit Analysis
Equities
Investment Strategies
Wealth Management
Mergers and Acquisitions
Asset Management
Wealth Management Services
FAQs about Brad Felix
What is the profession of Brad Felix?
This professional's job is Portfolio Manager, Founder
What jobs is Brad a professional at?
Brad Felix is proficient at Financial Broker and Portfolio Manager jobs.
Where does Brad Felix currently live?
Cincinnati, Ohio is the place where Brad Felix lives
What is Brad Felix's email?
The professional's email is b.**@truepointwealth.com and br**@gmail.com.
Where did Brad Felix work?
The professional worked at Truepoint Wealth Counsel, Rhinevest.
Where has Brad Felix studied?
Brad studied at the Miami University from 2005 to 2009.
Are there any certifications Brad Felix has?
The professional received the following certifications: Chartered Financial Analyst®.
What is the industry that Brad Felix worked in?
Brad works in Investment Management industry.