Bradley Barrie, Cfp®, Chfc® Email and Phone Number
As the President and Chief Investment Officer at Dynamic Alpha Solutions, I have over 20 years of experience in providing comprehensive financial planning and investment management services to affluent individuals and families. I hold the Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional designations, which demonstrate my commitment to excellence and ethics in the financial services industry.My core competencies include asset allocation strategies, investment strategies, portfolio management, retirement income strategies, wealth preservation strategies, estate planning strategies, and charitable giving. I am passionate about helping my clients achieve their financial goals and create a lasting legacy for their loved ones and causes. I am also active in the community through my involvement in non-profit boards, such as the Alliance Foundation, where I serve as the founding president and board member. The Alliance Foundation is a charity that offers food, shelter, and emotional support to individuals in need, and promotes wellness and self-sufficiency. I believe in being a catalyst for positive change in my community, one life at a time.
Dynamic Wealth Group
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Portfolio ManagerDynamic Wealth Group Aug 2023 - PresentPortfolio manager for the Dynamic Alpha Macro mutual fund (DYMIX). The Dynamic Alpha Macro Fund combines two non-correlated strategies — a fundamental, global macro strategy with a balanced portfolio of US equities – to help deliver a return stream that is uncorrelated to the broader market. To learn more, including accessing the fund prospectus, visit: www.DynamicAlphaFunds.com. -
President & Chief Investment OfficerDynamic Alpha Solutions Jul 2022 - Present -
PresidentAlliance Foundation Dec 2020 - PresentAt the Alliance Foundation, we are passionate about helping individuals Build a Path to Prosperity by offering them a Helping Hand Up through our programs focused on food, shelter, and emotional support. Our vision is to see every individual in our community reach their full potential and lead prosperous lives. We will achieve this by providing access to resources and support that meet basic needs and promote wellness and self-sufficiency. We are committed to being a catalyst for positive… Show more At the Alliance Foundation, we are passionate about helping individuals Build a Path to Prosperity by offering them a Helping Hand Up through our programs focused on food, shelter, and emotional support. Our vision is to see every individual in our community reach their full potential and lead prosperous lives. We will achieve this by providing access to resources and support that meet basic needs and promote wellness and self-sufficiency. We are committed to being a catalyst for positive change in our community, one life at a time.Learn more at: www.AllianceCharity.orgJoin our Alliance by donating directly or adding your Amazon account to our Smile.Amazon cause. Smile.Amazon.com, is the same Amazon.com that everyone knows, expect when you shop at Smile.Amazon.com, Amazon will donate 0.5% of whatever you spend to a 501c3 non-profit. By selecting our non-profit, you help so strengthen our cause, and help people towards their Path to Prosperity.smile.amazon.com/ch/85-2557839 Show less
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Business Development SpecialistClearpointe Financial Group-A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jan 2018 - Jul 2022
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Private Wealth AdvisorAmeriprise Financial Services, Llc May 1998 - Jun 2018Bradley M. Barrie, CFP®, ChFC®Private Wealth AdvisorClearPointe Financial Group | A private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Financial Services, Inc. Woodfield Financial Centre1375 E. Woodfield Road, Suite 750 Schaumburg, IL 60173 -
Registered PrincipalAmeriprise Financial Services, Llc Aug 2008 - May 2017
Bradley Barrie, Cfp®, Chfc® Education Details
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Mathematics/Economics
Frequently Asked Questions about Bradley Barrie, Cfp®, Chfc®
What company does Bradley Barrie, Cfp®, Chfc® work for?
Bradley Barrie, Cfp®, Chfc® works for Dynamic Wealth Group
What is Bradley Barrie, Cfp®, Chfc®'s role at the current company?
Bradley Barrie, Cfp®, Chfc®'s current role is Managing Director & CIO @ Dynamic Wealth Group | ChFC®, CFP®Portfolio Manager for Dynamic Alpha Macro Fund (DYMIX).
What schools did Bradley Barrie, Cfp®, Chfc® attend?
Bradley Barrie, Cfp®, Chfc® attended Rockford University.
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