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Brad has more than 34 years of investment industry experience. Brad co-founded Liquid Strategies in 2013 and serves as Chief Executive Officer, a member of the firm’s Executive Management Committee and Portfolio Manager on the Investment Team.

Prior to Liquid Strategies, Brad was a founding partner and CEO of Perimeter Capital Management and was a member of the Management Committee of Concourse Capital Management, LLC, an affiliated investment adviser to a long/short equity private fund. He also served as Executive Vice President of Trusco Capital Management and served on the firm’s Executive Committee.

Brad has been in the investment industry since 1985, has served on numerous industry boards and is a frequent conference speaker. Brad is a graduate of Oklahoma State University where he received a degree in Finance.