Managing Director and Chief Strategist
Brad joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2002 and has over 21 years of investment-related experience, including working for Assante Asset Management in Winnipeg, Canada and Los Angeles, CA; and in finance academia and consulting in Australia and Canada.
Brad earned a Master of Commerce Degree with Honours (specialization in Finance) from the University of Melbourne, Australia, a Bachelor of Commerce Degree with Honours (Finance) and a Bachelor of Commerce Degree from the University of Tasmania at Hobart, Australia.
He served on the National Committee on Professional Development, and is Past-President of the CFA Society of San Antonio. Brad is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. Investment Management Consultants Association is the owner of the certification mark “CIMA®”, the service marks “Certified Investment Management Analyst℠”, “Investment Management Consultants Association℠”, and “IMCA®”. Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.