Brad Jensen Email & Phone Number

With nearly 40 years of global financial market experience, I have managed portfolios, clients, and businesses through bull markets and bear markets. Since joining William Wright Associates in 1985 I have traveled to over 40 countries, helping to build and serve a truly global client base. After focusing primarily on Latin American wealth for the first 20 years, I helped oversee the creation of Accuvest Global Advisors as a Managing Director for a few years. During my time at both firms we have been recognized for our investment management, research, and human capital. My philosophy on successful management and controlled growth has been to maintain consistency and discipline through all phases of the business. All my experience and background has led to the acquisition of nine international companies which are synergistically providing the most robust service offering to international financial advisors, wealth managers, family offices, and other participants in the financial sector. As Chairman of the Board of Mosaic, I hope to bring a commitment to excellence to all partners, both present and future.

Listed skills include Asset Allocation, Investment Strategies, Portfolio Management, and Securities Selection.

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  Thunderbird School Of Global Management

  International Finance