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Brad Meeks
Gestionnaire de Portefeuille-Actions chez
MAI Capital Management LLC
Profil
Mr. Bradley A. Meeks, CFA, is a Managing Director & Portfolio Manager at MAI Capital Management LLC.
He has over a 20 years of experience in the financial services arena.
Prior to joining Madison, Mr. Meeks was a Senior Investment Officer and Portfolio Manager at First Financial Bank.
Previous to this, he was an Equity Analyst for Morningstar in Chicago and RS Investments in Chapel Hill on both the buy and sell side.
Mr. Meeks started his career at Deloitte & Touche, where he focused on operational and strategy engagements in the investment management area.
He earned his B.S.
degree with a double major in Finance and Management Information Systems from Miami University’s Farmer School of Business.
He is a member of the CFA Institute and the CFA Society of Cincinnati.
He also serves on the University of Cincinnati Economics Center YP board and on Miami University’s Professionals Advisory Council for the Farmer School of Business.
Postes actifs de Brad Meeks
| Sociétés | Poste | Début |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Gestionnaire de Portefeuille-Actions | 08/01/2024 |
Anciens postes connus de Brad Meeks
| Sociétés | Poste | Fin |
|---|---|---|
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Gestionnaire de Portefeuille-Actions | 08/01/2024 |
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Analyst-Equity | 01/12/2012 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | - |
Formation de Brad Meeks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Finance |
