AeroLeads people directory · profile
Bradley Prosper, Cfa, Cfp® Email & Phone Number
Senior Associate | Wealth Management
at
Cerity Partners
1 work email found
@xpyriainvest.com
1 phone found area 412
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate | Wealth Management
Location
Greater Pittsburgh Region, United States
Company size
Who is Bradley Prosper, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bradley Prosper, Cfa, Cfp® is listed as Senior Associate | Wealth Management at Cerity Partners, a with 1282 employees, based in Greater Pittsburgh Region, United States. AeroLeads shows a work email signal at xpyriainvest.com, phone signal with area code 412, and a matched LinkedIn profile for Bradley Prosper, Cfa, Cfp®.
Bradley Prosper, Cfa, Cfp® previously worked as Senior Associate at Cerity Partners and Senior Investment Analyst at Xpyria Investment Advisors, Inc.. Bradley Prosper, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.74 Gpa from Penn State Erie, The Behrend College.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Bradley Prosper, Cfa, Cfp®'s masked contact details.
*@xpyriainvest.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bradley Prosper, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bradley Prosper, Cfa, Cfp®
May 2015 graduate from Penn State University. Graduated with 2 majors (Accounting and Finance) and one minor (Applied Economics) while amassing 165.5 credits within four years.
Listed skills include Microsoft Excel, Investment Research, Bloomberg Terminal, Quantitative Research, and 3 others.
Current workplace
Bradley Prosper, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
5 roles
Bradley Prosper, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Associate
Current
Aug 2024 - Present
Senior Investment Analyst
On August 15, 2024, XPYRIA combined with Cerity Partners.Conducted in-depth investment research that was instrumental in the construction, maintenance, and management of client portfolios. This research included the procurement of primary data via direct investment manager interviews as well as analyzing information through the use of Bloomberg and Morningstar Direct software. As a member of the firm's Investment Committee, I constructed the Investment Committee Meeting notes and any handouts or presentations that were utilized for either retrospective insights or future decision making. In addition, I performed general financial market analysis and fund manager due diligence on an ongoing basis.
May 2016 - Aug 2024
Investment Support Specialist
• Performed duties as a liaison between clients and the financial markets by ensuring trades were settled/delivered, while providing professional client service via phone and email inquiries• Completed special projects, including recognizing/mending software inefficiencies, consolidating information, and resolving client issues related to CMS to GSP software migration
Jun 2015 - May 2016
Accounts Receivable Intern
Organized payment information and assisted Staff Accountants with daily data entry.Evaluated day-to-day event database and billed clients as necessary.Performed cash audits to ensure accountability of all employees.• Gained experience in performing the year-end accounting process, including adjusting entries, closing entries, and financial statement preparation, among others.• Created a spreadsheet template for daily sales data that was applied to multiple properties for Fiscal 2015.
Oct 2014 - Feb 2015
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →
EB
Ethan Bresson (Student)
Colleague at Cerity PartnersGreater Indianapolis, United States
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JG
Jeff Glassman
Colleague at Cerity PartnersLos Angeles, California, United States
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NB
Nader Bazlamit
Colleague at Cerity PartnersLouisville, Kentucky, United States
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BS
Bette Sulzer
Colleague at Cerity PartnersCleveland, Ohio, United States
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CE
Clint Eakles, Cfp®
Colleague at Cerity PartnersBowling Green, Kentucky, United States
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SD
Sarah Decamp, Chfc®
Colleague at Cerity PartnersGreater Indianapolis, United States
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EJ
Eric J. Kuehl
Colleague at Cerity PartnersChicago, Illinois, United States
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LN
Lesa Newell
Colleague at Cerity PartnersCleburne, Texas, United States
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MB
Maggie Benites
Colleague at Cerity PartnersGrand Prairie, Texas, United States
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NJ
Nicole Joko, Cfp®
Colleague at Cerity PartnersOrange County, California, United States
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Ethan Bresson (Student)
Colleague at Cerity PartnersGreater Indianapolis, United States
View →
JG
Jeff Glassman
Colleague at Cerity PartnersLos Angeles, California, United States
View →
NB
Nader Bazlamit
Colleague at Cerity PartnersLouisville, Kentucky, United States
View →
BS
Bette Sulzer
Colleague at Cerity PartnersCleveland, Ohio, United States
View →
CE
Clint Eakles, Cfp®
Colleague at Cerity PartnersBowling Green, Kentucky, United States
View →
SD
Sarah Decamp, Chfc®
Colleague at Cerity PartnersGreater Indianapolis, United States
View →
EJ
Eric J. Kuehl
Colleague at Cerity PartnersChicago, Illinois, United States
View →
LN
Lesa Newell
Colleague at Cerity PartnersCleburne, Texas, United States
View →
MB
Maggie Benites
Colleague at Cerity PartnersGrand Prairie, Texas, United States
View →
NJ
Nicole Joko, Cfp®
Colleague at Cerity PartnersOrange County, California, United States
View →
4 education records
Bradley Prosper, Cfa, Cfp® education
Bachelor Of Science (B.S.), Finance, 3.74 Gpa
Education record
Bachelor Of Science (B.S.), Accounting, 3.58 Gpa
Minor, Applied Economics, 3.60
FAQ
Frequently asked questions about Bradley Prosper, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bradley Prosper, Cfa, Cfp® work for?
Bradley Prosper, Cfa, Cfp® works for Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s role at Cerity Partners?
Bradley Prosper, Cfa, Cfp® is listed as Senior Associate | Wealth Management at Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @xpyriainvest.com for Bradley Prosper, Cfa, Cfp® at Cerity Partners.
What is Bradley Prosper, Cfa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 412 for Bradley Prosper, Cfa, Cfp® at Cerity Partners.
Where is Bradley Prosper, Cfa, Cfp® based?
Bradley Prosper, Cfa, Cfp® is based in Greater Pittsburgh Region, United States while working with Cerity Partners.
What companies has Bradley Prosper, Cfa, Cfp® worked for?
Bradley Prosper, Cfa, Cfp® has worked for Cerity Partners, Xpyria Investment Advisors, Inc., Bny Mellon, and Scott Enterprises, Erie Pa..
Who are Bradley Prosper, Cfa, Cfp®'s colleagues at Cerity Partners?
Bradley Prosper, Cfa, Cfp®'s colleagues at Cerity Partners include Ethan Bresson (Student), Jeff Glassman, Nader Bazlamit, Bette Sulzer, and Clint Eakles, Cfp®.
How can I contact Bradley Prosper, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Bradley Prosper, Cfa, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Bradley Prosper, Cfa, Cfp® attend?
Bradley Prosper, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance, 3.74 Gpa from Penn State Erie, The Behrend College.
What skills is Bradley Prosper, Cfa, Cfp® known for?
Bradley Prosper, Cfa, Cfp® is listed with skills including Microsoft Excel, Investment Research, Bloomberg Terminal, Quantitative Research, Qualitative Research, Morningstar Direct, and Behavioral Finance.
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