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Bradley Meeks, Cfa Email & Phone Number

Senior Portfolio Manager and Managing Director at MAI Capital Management
Location: Cincinnati, Ohio, United States 7 work roles 3 schools
1 work email found @madisonadvisors.com 6 phones found area 513 and 919 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email b****@madisonadvisors.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MAI Capital Management
Role
Senior Portfolio Manager and Managing Director
Location
Cincinnati, Ohio, United States
Company size
456 employees

Who is Bradley Meeks, Cfa? Overview

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Quick answer

Bradley Meeks, Cfa is listed as Senior Portfolio Manager and Managing Director at MAI Capital Management, a company with 456 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at madisonadvisors.com, phone signal with area code 513, 919, and a matched LinkedIn profile for Bradley Meeks, Cfa.

Bradley Meeks, Cfa previously worked as Senior Portfolio Manager & Managing Director at Mai Capital Management and Principal & Senior Portfolio Manager at Madison Wealth Management. Bradley Meeks, Cfa holds B.S. from Miami University.

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Email format at MAI Capital Management

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*@madisonadvisors.com
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AeroLeads found 1 current-domain work email signal for Bradley Meeks, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Bradley Meeks, Cfa

Bradley Meeks, Cfa is a Senior Portfolio Manager and Managing Director at MAI Capital Management. He possess expertise in equity research, investments, financial modeling, portfolio management, valuation and 20 more skills. Colleagues describe him as "As Vice President of Institutional Sales, I had the ability to view Brad’s quantitative skills and talent as a fundamental equity analyst in the research department at Morningstar. Brad was a valuable contributor to the department not only for his successful stock calls, but also for his ability to cover multiple sectors and industries while maintaining a deep knowledge of each individual company. His level of knowledge and investment opinions were respected department wide, receiving… Show more" and "I utilized Brad's expertise when he was working for Morningstar as an Equity Research Analyst. Brad was an excellent resource for valuable information regarding the industries and sectors he was covering. Brad's market insight and stock recommendations attributed to positive performance in my clients portfolios. I would recommend Brad for any investment management team looking for a serious contributor to their team."

Listed skills include Equity Research, Investments, Financial Modeling, Portfolio Management, and 21 others.

Current workplace

Bradley Meeks, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Senior Portfolio Manager and Managing Director
Cincinnati, OH, US
Website
mai.capital
Employees
456
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Company profile
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7 roles

Bradley Meeks, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager & Managing Director

Current
Mai Capital Management

Cincinnati, Ohio, United States

Jan 2024 - Present

Principal & Senior Portfolio Manager

Madison Wealth Management

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.

May 2016 - Jan 2024

Vice President, Investment Officer

First Financial Bank

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.
  • 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.
  • 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.
Feb 2013 - Apr 2016

Equity Research Analyst

Rs Investments

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.

Jul 2011 - Dec 2012

Equity Research Analyst

Morningstar Inc.

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.

Jan 2008 - Jul 2011

Senior Consultant In The Capital Markets Group

Deloitte

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.

Aug 2004 - Jan 2008
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 456 employees →

TM Tom Mirra Tom Mirra Colleague at Mai Capital Management Harrison, New York, United States, United States View → BV Blake Vedder Blake Vedder Colleague at Mai Capital Management Greater Cleveland, United States View → MG Meredith Grimm Meredith Grimm Colleague at Mai Capital Management North Canton, Ohio, United States, United States View → DH Derrick Hope Derrick Hope Colleague at Mai Capital Management Charlotte, North Carolina, United States, United States View → SF Saa Free Saa Free Colleague at Mai Capital Management Los Angeles, California, United States, United States View → AZ Andrew Zalic, Cfa Andrew Zalic, Cfa Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → JG Jerry Gray Jerry Gray Colleague at Mai Capital Management Cleveland, Ohio, United States, United States View → KP Katie Perkner Katie Perkner Colleague at Mai Capital Management Jacksonville, Florida, United States, United States View → TS Thomas Sims, Cfp® Thomas Sims, Cfp® Colleague at Mai Capital Management Charlotte, North Carolina, United States, United States View → DS Dave Smith Dave Smith Colleague at Mai Capital Management Greenville-Spartanburg-Anderson, South Carolina Area, United States View →
3 education records

Bradley Meeks, Cfa education

FAQ

Frequently asked questions about Bradley Meeks, Cfa

Quick answers generated from the profile data available on this page.

What company does Bradley Meeks, Cfa work for?

Bradley Meeks, Cfa works for MAI Capital Management.

What is Bradley Meeks, Cfa's role at MAI Capital Management?

Bradley Meeks, Cfa is listed as Senior Portfolio Manager and Managing Director at MAI Capital Management.

What is Bradley Meeks, Cfa's email address?

AeroLeads has found 1 work email signal at @madisonadvisors.com for Bradley Meeks, Cfa at MAI Capital Management.

What is Bradley Meeks, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 513, 919 for Bradley Meeks, Cfa at MAI Capital Management.

Where is Bradley Meeks, Cfa based?

Bradley Meeks, Cfa is based in Cincinnati, Ohio, United States while working with MAI Capital Management.

What companies has Bradley Meeks, Cfa worked for?

Bradley Meeks, Cfa has worked for Mai Capital Management, Madison Wealth Management, First Financial Bank, Rs Investments, and Morningstar Inc..

Who are Bradley Meeks, Cfa's colleagues at MAI Capital Management?

Bradley Meeks, Cfa's colleagues at MAI Capital Management include Tom Mirra, Blake Vedder, Meredith Grimm, Derrick Hope, and Saa Free.

How can I contact Bradley Meeks, Cfa?

You can use AeroLeads to view verified contact signals for Bradley Meeks, Cfa at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Bradley Meeks, Cfa attend?

Bradley Meeks, Cfa holds B.S. from Miami University.

What skills is Bradley Meeks, Cfa known for?

Bradley Meeks, Cfa is listed with skills including Equity Research, Investments, Financial Modeling, Portfolio Management, Valuation, Equity Valuation, Equities, and Value Investing.

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