David P. Brady, Cfa, Cic

David P. Brady, Cfa, Cic Email and Phone Number

Chief Investment Officer at Brady Investment Counsel LLC @
David P. Brady, Cfa, Cic's Location
Normal, Illinois, United States, United States
David P. Brady, Cfa, Cic's Contact Details

David P. Brady, Cfa, Cic work email

David P. Brady, Cfa, Cic personal email

n/a

David P. Brady, Cfa, Cic phone numbers

About David P. Brady, Cfa, Cic

Investment research. Investment selection. Investment strategy development. Portfolio management.

David P. Brady, Cfa, Cic's Current Company Details
Brady Investment Counsel LLC

Brady Investment Counsel Llc

Chief Investment Officer at Brady Investment Counsel LLC
David P. Brady, Cfa, Cic Work Experience Details
  • Brady Investment Counsel Llc
    Chief Investment Officer
    Brady Investment Counsel Llc Mar 2003 - Present
    Brady Investment Counsel LLC was founded on the belief that investment success is attainable. Our creed is investing is a long-term pursuit. Superior, socially-responsible, risk-adjusted results are best achieved through a powerful combination of comprehensive research, accurate appraisal of fundamentals, disciplined execution of a well conceived plan and courage to act on convictions.Our firm delivers exceptional money management services to individuals and foundations. Brady Investment Counsel LLC excels in formulating socially responsible growth and income portfolios poised to deliver superior risk-adjusted long-term investment performance. -David P. Brady, CFA, CIC
  • Columbia Management Group
    Senior Portfolio Manager/Head Of Growth Equity Investments
    Columbia Management Group 1993 - 2003
    COLUMBIA MANAGEMENT GROUPCO-HEAD OF GROWTH EQUITY INVESTMENTS, 1998-2002Promoted to lead all growth-oriented equity mutual fund managers.Developed, hired, trained, evaluated, and encouraged professionals responsible for managing growth-oriented mutual funds.YOUNG INVESTOR FUND 1994-2002Guided a top-performing, growth-oriented, socially responsible mutual fund.Expanded fund assets under management to $1.4 billion peak level from $14 million seed AUM.Achieved a 16th percentile Morningstar ranking over eight-plus year tenure.Earned coveted MONEY Top 100 Mutual Funds award five consecutive years.FOCUS FUND 1998-2001Established a concentrated, growth-oriented mutual fund.Lead the most successful new fund startup in firm history with beginning assets of $50 million.Selected by Smart Money Magazine as Top New Fund in 1998.Earned Lipper top-performing large-cap growth fund, 1-year ending May 2001.CAPITAL OPPORTUNITIES FUND, 1999Revived once top-performing mid-cap growth fund.Decisively turned around performance in six months. The turnaround fund lagged the S&P 400 Index by 300 basis points over six months before the turn. Reformatted fund beat Index by 3,000 basis points over next six months.Recruited, hired, and transitioned successfully reformatted fund to new team.
  • State Farm Insurance Companies
    Equity Reseach Analyst
    State Farm Insurance Companies 1986 - 1993
    STATE FARM INSURANCE COS., INVESTMENTS DEPARTMENTEQUITY INVESTMENT RESEARCH ANALYST, 1989-1993Member of team responsible for managing $30 billion equity portfolio.Specialized in Consumer and Forest Products sectors.Top Consumer companies identified, researched and recommended included: Walmart (WMT - $145, 1989 adj. price $3); Fastenal (FAST - $50, 1993 adj. price $0.80); Tiffany (TIF - $130 2020 buyout price, 1993 adj. price $4); and Nordstrom (JWN - $35, 1993 adj. price $7).Top Forest Products sector recommendations included: Buy Kimberly-Clark (KMB - $130, 1993 adj. price $21). Sell Boise Cascade (No longer in existence in then form).INVESTMENT CLERK, 1986-1988Underwrote and originated commercial mortgage loans.Analyzed troubled commercial mortgage loans. Developed and introduced model to predict success or failure of ‘workout’ terms.

David P. Brady, Cfa, Cic Skills

Strategic Planning Mutual Funds Portfolio Management Fixed Income Private Equity Investments Analysis Financial Modeling Selling Market Research Asset Management Management Hedge Funds Equities Due Diligence Alternative Investments Capital Markets Asset Allocation Wealth Management Investment Management Valuation Financial Analysis Investment Strategies Microsoft Excel Finance Sales

David P. Brady, Cfa, Cic Education Details

  • University Of Chicago
    University Of Chicago
    Finance
  • University Of Arizona
    University Of Arizona
    Finance
  • Central Catholic High School
    Central Catholic High School

Frequently Asked Questions about David P. Brady, Cfa, Cic

What company does David P. Brady, Cfa, Cic work for?

David P. Brady, Cfa, Cic works for Brady Investment Counsel Llc

What is David P. Brady, Cfa, Cic's role at the current company?

David P. Brady, Cfa, Cic's current role is Chief Investment Officer at Brady Investment Counsel LLC.

What is David P. Brady, Cfa, Cic's email address?

David P. Brady, Cfa, Cic's email address is da****@****sel.com

What is David P. Brady, Cfa, Cic's direct phone number?

David P. Brady, Cfa, Cic's direct phone number is +163079*****

What schools did David P. Brady, Cfa, Cic attend?

David P. Brady, Cfa, Cic attended University Of Chicago, University Of Arizona, Central Catholic High School.

What skills is David P. Brady, Cfa, Cic known for?

David P. Brady, Cfa, Cic has skills like Strategic Planning, Mutual Funds, Portfolio Management, Fixed Income, Private Equity, Investments, Analysis, Financial Modeling, Selling, Market Research, Asset Management, Management.

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