Investment Committee Counsel
Brad joined Canon Capital in 2016 and serves as Investment Committee Counsel. He is a recognized expert in investment portfolio risk and volatility reduction, with numerous published works in both scholarly and professional journals. In addition to his role with Canon Capital, he serves as the Chair of the Finance Major and CFP Program Director for both the undergraduate and graduate divisions at DeSales University. He has prior experience as an Associate Director for Bear, Stearns & Co. specializing in structured equity products and derivatives geared to mitigating investment risk. He holds the Chartered Financial Analyst (CFA) designation. He has earned a Bachelor of Arts Degree in Computer Science from Harvard University as well as a Master of Business Administration (MBA) with a concentration in Corporate Finance and Investment Management from Penn State University.