Mr. Brady is a portfolio manager within the OCIO services team, working with clients to develop a strategic asset allocation and fully implement the investment policy. He monitors portfolio risks, and helps to drive firm views on tactical allocation tilts, educating clients on current market opportunities and how best they should be represented in their portfolios, given enterprise objectives.
In his previous position at Thrivent Financial, he provided comprehensive wealth management solutions by developing, investing, and monitoring custom investment portfolios, recommended risk management products and provided estate planning services.
Mr. Brady holds a master of science degree (MS) in finance from Seattle University and a bachelor of science (BS) in business administration with a minor in economics from Central Washington University. He is also a CFA charter holder (Chartered Financial Analyst).