Bradley E. Jones, CFA, EA
LP
Verified
Analytical mind, self-motivated, and determined. Diverse experience and extensive understanding of a multitude of financial skills and roles, including investment research and analysis, due diligence, portfolio management, sustainability and socially responsible investing, philanthropy, behavioral finance, compliance and fiduciary responsibility, securities litigation, tax and retirement planning, experience with a wide array of investment technologies and software, and supervisory responsibilities while improving team efficiencies.