“Truepoint’s track record of exceptional client service speaks for itself. Now, we’re making sure the technology supporting our clients and staff enables us to exceed the high levels of service we’ve provided in the past.”
As a member of the business operations team, Brad is responsible for developing and implementing our strategic technology initiatives. Leveraging his experience with “robo” technology, data analysis, and automation, Brad is responsible for bringing innovation and efficiency to Truepoint clients and team members. Previously, Brad served on the investment team where he worked directly with clients on investment strategies.
Brad earned a bachelor’s degree in finance from Miami University, graduating summa cum laude with University and Farmer School of Business Honors. He also holds the Chartered Financial Analyst (CFA) designation. Before joining Truepoint, Brad founded RhineVest, a firm dedicated to providing fee-only, fiduciary management to clients in the accumulation phase of their lives. Prior to launching RhineVest, Brad worked as a portfolio manager and equity analyst for an institutional investment firm.
Active in the community, Brad is a volunteer at Crossroads East Side and a huge advocate of #StartupCincy. Outside of work, he enjoys spending time with his wife, Michelle, and daughter, Mattox. Brad also enjoys reading, weightlifting, basketball, and sand volleyball and is a resident of Anderson.