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Profil
Brad A. Filips worked as a Fixed Income Credit Analyst at Munder Capital Management from 2011 to 2014.
He then served as the Head of Credit Research & Senior Analyst at Victory Capital Management, Inc. (Investment Management) from 2015 to 2023.
Prior to that, he was an Investment Research Analyst at Plante Moran Financial Advisors LLC in 2008 and 2011.
In 2007, he briefly worked as a Mortgage Banker at Rocket Mortgage LLC.
Currently, he is an Associate Portfolio Manager at Yousif Capital Management LLC since 2023.
Mr. Filips completed his undergraduate degree at Northern Michigan University in 2007.
Anciens postes connus de Brad A. Filips
| Sociétés | Poste | Fin |
|---|---|---|
Yousif Capital Management LLC
 Yousif Capital Management LLC Investment ManagersFinance YCM focuses on rule-based investment strategies, utilizing a combination of primarily equities, fixed income securities, and Exchange Traded Fund (ETF) products to create proprietary models based on industry benchmarks which are tailored to address client’s investment objectives and risk tolerance. | Portfolio Manager-Fixed Income | 01/03/2024 |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Directeur de Recherche - Fxd Inc | - |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Analyst-Fixed Income | 31/10/2014 |
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Corporate Officer/Principal | 31/03/2011 |
Rocket Mortgage LLC
 Rocket Mortgage LLC Finance/Rental/LeasingFinance Operates as a digital mortgage origination platform, connecting mortgage brokers with top lenders for a streamlined mortgage lending process | Corporate Officer/Principal | 31/12/2007 |
Formation de Brad A. Filips
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Northern Michigan University
 Northern Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rocket Mortgage LLC
Rocket Mortgage LLC Finance/Rental/LeasingFinance Operates as a digital mortgage origination platform, connecting mortgage brokers with top lenders for a streamlined mortgage lending process | Finance |
Yousif Capital Management LLC
Yousif Capital Management LLC Investment ManagersFinance YCM focuses on rule-based investment strategies, utilizing a combination of primarily equities, fixed income securities, and Exchange Traded Fund (ETF) products to create proprietary models based on industry benchmarks which are tailored to address client’s investment objectives and risk tolerance. | Finance |
