Bradley Barrie, Cfp®, Chfc®

Bradley Barrie, Cfp®, Chfc® Email and Phone Number

Managing Director & CIO @ Dynamic Wealth Group | ChFC®, CFP®Portfolio Manager for Dynamic Alpha Macro Fund (DYMIX) @ Dynamic Wealth Group
Bradley Barrie, Cfp®, Chfc®'s Location
Henderson, Nevada, United States, United States
About Bradley Barrie, Cfp®, Chfc®

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.

Bradley Barrie, Cfp®, Chfc®'s Current Company Details
Dynamic Wealth Group

Dynamic Wealth Group

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Managing Director & CIO @ Dynamic Wealth Group | ChFC®, CFP®Portfolio Manager for Dynamic Alpha Macro Fund (DYMIX)
Bradley Barrie, Cfp®, Chfc® Work Experience Details
  • Dynamic Wealth Group
    Portfolio Manager
    Dynamic Wealth Group Aug 2023 - Present
    Portfolio 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.
  • Dynamic Alpha Solutions
    President & Chief Investment Officer
    Dynamic Alpha Solutions Jul 2022 - Present
  • Alliance Foundation
    President
    Alliance Foundation Dec 2020 - Present
    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… 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
  • Clearpointe Financial Group-A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
    Business Development Specialist
    Clearpointe Financial Group-A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Jan 2018 - Jul 2022
  • Ameriprise Financial Services, Llc
    Private Wealth Advisor
    Ameriprise Financial Services, Llc May 1998 - Jun 2018
    Bradley 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
  • Ameriprise Financial Services, Llc
    Registered Principal
    Ameriprise Financial Services, Llc Aug 2008 - May 2017

Bradley Barrie, Cfp®, Chfc® Education Details

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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