Brad founded Thrive Portfolios as a Registered Investment Advisor with the vision for maximizing the growth of client investments and dedicating hands-on investment management practices for every client.

 

Brad's roles managing over $600 million in institutional investments coupled with a lifelong avocation in financial studies created the unique ability to navigate global markets. He is a seasoned investment advisor responsible for managing equities, individual bonds, private funds and derivatives.

 

His studies include a Bachelors of Science degree from Colorado State University in Business and Information Systems, fundamental analysis of equities, as well as a specific focus in quantitative finance. 

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As an advocate for financial literacy, Brad has also penned The Investment Management Handbook, which brings modern day investing to anyone willing to learn.

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In his free time, you'll likely find him enjoying his home in San Diego by way of investing, surfing or listening to live music. 

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