“The difference between Truepoint and other firms in the industry is the level of comprehensive, team-based service that’s truly in the best interests of clients.”
As a member of the investment management team, Brad develops and implements investment strategies for clients and also works on rebalancing client portfolios, bringing a passion for software development and macroeconomic history to his role. “The most fulfilling activities in my role are helping clients understand complex concepts in a very simple way or helping them overcome common, emotional biases that detract from long-term results.”
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 low-cost, fee-only financial management without the hurdle of account minimums. Prior to launching RhineVest, Brad worked as a portfolio manager and equity analyst.
Active in the community, Brad is a dedicated volunteer at Crossroads Community Church, serves as a SmartMoney facilitator for CityLink, and is also an active advocate for #StartupCincy.
Outside of work, Brad enjoys basketball, sand volleyball, weight lifting, tennis, golf, reading and craft beer. He and his wife, Michelle, live in Anderson.