Brad G
Founder / Chief Investment Officer - Thrive Portfolios
Bio
Founder / Chief Investment Officer
- Performed investment management for individuals and investment advisors.
- Maximized ROI for $35M in sub-advised assets by conducting investment analysis, trading, quarterly rebalancing, and ensuring compliance.
- Created ESG-focused equity and bond portfolios.
- Traded assets for 2 RIA firms concurrently and meticulously.
- Steered a sub-advised firm through a complex compliance audit by defining how to correct 18 deficiencies and formulating response documents.
Senior Portfolio Manager
- Brought $95M of equities into in-house management, generating 40bps in annual revenue.
- Oversaw $200M in AUM while executing multiple investment programs, equities, bonds, alts.
- Traded 340 client accounts based on active analysis of model allocations, SRI customizations, risk tolerance, liquidity needs, tax sensitivity, and strategic holdings.
- Combined 5 break-away advisors into shared sets of model allocations, resulting in a simplified book of business and greater efficiencies.
- Spearheaded the Investment Committee while establishing and integrating a tactical risk parity (RPI) investment philosophy, investments, research, model allocations, and regulatory process documentation.
Equities & Derivatives Trader
- Achieved strong returns by strategically utilizing option contracts, probabilities, current asset correlation, and financial leverage.
- Reduced risk through product correlations and quantitative financial data assessments.
- Increased profitability by utilizing targeted strategies for financial products including futures, options on futures, options on equities, and ETFs.
- Executed trading of futures and call/put options contracts for high probability portfolios with positions in long Theta, short Vega and attempting to maintain Delta neutrality.
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