Bradley Meeks, Cfa Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Cincinnati, Ohio

Madison Wealth Management is a trusted Financial Planner and Investment Management firm founded in 2000.We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee-only advisor and fiduciary. Madison is an employee-owned firm with a credentialed team of dedicated fiduciary investment advisors.Place our team at the center of your customized plan, diligently working with you and coordinating with other trusted advisors – attorneys, tax advisors, insurance advisors – to deliver in-depth and ongoing wealth management services. With offices in Cincinnati, Northern Virginia and Washington, DC, we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is “Your Trust, Invested Wisely”.

Cincinnati, Oh.

• Appointed member of the investment committee for the $2.6B wealth management division of First Financial Bank. • Part of a five-person research team charged with informing and setting asset allocation and macroeconomic outlook and policy for the wealth division.• On-going fund manager and equity research due diligence responsibilities to generate consistency in client and trust accounts, while providing customized investment solutions in select endowments, foundations, and high-net worth client accounts. • Management of client relationships (retail and institutional) while effectively communicating investment views, strategic investment changes, and tactical investment positioning of the wealth management division both internally and externally. • Member of Regulation 9 committee, responsible for ensuring client accounts remain within stated investment policy objectives and guidelines given client goals.• Demonstrated ability to execute process improvement necessary for more comprehensive portfolio construction of client accounts, reducing risk across client book, while assisting in building the groundwork for a more scalable business model through conversion of 45% of client book to an investment strategy business model.• Mentored internal CFA candidates and currently mentoring a Level 3 CFA candidate on equity valuation, financial modeling, and portfolio management.• Mentor junior investment officers on portfolio construction, Modern Portfolio Theory, and account, security and market analysis.• Miami University alumni speaker for roundtable discussions on CFA curriculum integration • University of Dayton RISE conference speaker for roundtable discussions on portfolio management• Guest speaker at Miami University’s MBA Program on asset valuation and behavioral finance.• Invited presenter for annual insurance investment round table hosted by Ernst & Young.

Chapel Hill, Nc, San Francisco, Ca

- Cross-industry analyst on the Core Growth Fund, a $200M concentrated, high-conviction growth-at-a-reasonable price portfolio of 25-30 long-term holdings. RS is a $25B asset manager headquartered in San Francisco, but research responsibilities based in Chapel Hill, NC. - Responsible for identifying advantaged and growing business models that exhibit structural, competitive, and economic advantages. - Responsible for applying a discounted cash flow and scenario-based analysis to determine intrinsic value.- Top quartile performance in both Morningstar (14%) and Lipper Large Cap Blend (Core) category in 2011.- Fund designated by Morningstar as an Ultimate Stock Pickers Fund from 2008-2012. Fund recommended by Russell Investments in the conservative growth category in 2012.

Chicago, Il

- Provide independent, fundamental equity analysis, including research reports backed by a discounted cash flow model for the casino supplier, waste management, card processing, and credit services industries.- Assessing a company's balance sheet and providing fair value estimates focusing on long-term factors, such as competitive advantage in the marketplace, corporate governance policies, and accounting clarity.- Provide Risk Uncertainty Ratings for equities considering factors such as accuracy of sales forecasts, operating leverage, and financial leverage. - Evaluating pre-IPO's and new issues of US listed equities from SEC registration through pricing.

Chicago, Il.

- Evaluate fund accounting and reporting applications- Conduct vendor due diligence- Manage vendor RFP process- Identify business requirements gaps- Provide IT infrastructure cost/benefit analysis- Analyze, convert, and migrate data- Document and create report specs- Create and execute data and report test scripts- Conduct outsourcing analysis- Assess and document business and technical requirements- Conduct operational benchmarking analysis- Evaluate and forecast fund operating expense structures- Analyze work and process flows

B.S.

B.S.

Education record