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Brad Felix, CFA

Director of Innovation & Shareholder

“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 delivered in the past.”

Brad’s Story

Brad strives to create the best client experiences and to make sure Truepoint occupies the leading edge of innovation in its industry. He heads up a team of builders who are radically re-defining the way wealth management firms operate. As a member of the Management Committee, Brad also plays a key role in driving the firm’s overall strategy. Brad has long believed that there is a better way to deliver wealth management services—so much so that he launched his own registered investment advisory firm. This RIA, RhineVest, was later acquired by Truepoint in 2016, and Brad joined Truepoint because he was excited to lead its larger efforts to transform the wealth management industry.

Brad and his wife, Michelle, have two young daughters, Mattox and Olive, who have captured his heart (and all his free time). He also enjoys coffee, lifting, running, drinking, basketball, reading, beaching, boating, and fishing (in that order) in whatever time is left. An entrepreneur at heart, Brad devotes his remaining mental capacity to creating new business ideas.


Specialties: compliance, investment automation and efficiency, leveraging and integrating new technology, portfolio management, portfolio modeling, strategic planning

Education

Miami University, BS, Finance

Designations

Chartered Financial Analyst

Community Involvement (1)

  • Crossroads Church, Count Team

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