Brad joined Verity’s Investment Committee in June, 2014. Prior to Verity, Brad was a portfolio manager at Whitley Capital Advisors where he worked with a select group of clients, including the Chief Investment Officer and Treasurer of BlueCross BlueShield of North Carolina, in managing and implementing various investments and capital structure initiatives.
He spent 11 years at Franklin Street Partners in Chapel Hill, NC, working at various times as Portfolio Manager of the Multi-Strategy Hedge Fund, Head of Global Equity Strategies, Portfolio Manager for the Opportunistic Fixed Income Fund. Brad was part of the team which developed and managed Franklin Street’s Multi-Strategy Hedge Fund portfolio for the State of North Carolina Retirement System. Brad’s professional career began at Barclays Capital in New York where he held a variety of fixed income trading roles involving mortgage-backed securities, asset-backed securities and US Treasury securities. Brad holds an MBA from UNC’s Kenan-Flagler Business School and a BA from Gettysburg College.