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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.
Mosaic Alliance
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Partner Mosaic AllianceMosaic Alliance Dec 2020 - Present
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PresidentWilliam Wright Associates, Ltd. 1985 - Dec 2023William Wright Associates is an international investment firm that provides comprehensive investment services for non-US foundations, families, and medium sized institutions.Managing Director• Managing and creating investment strategies for long-term, multi-generational legacy portfolios.• Evaluating and reviewing the firms outside managers and investment vehicles.• Overseeing client relationships and the execution of their investment goals.• Developing and growing the firm’s strategic partnerships.• Developing and implementing multi-asset class portfolio strategies
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Managing DirectorAccuvest Global Advisors 2008 - Jan 2022Accuvest Global Advisors was formed in 2005 as a Registered Investment Advisor in the state of California. AGA specializes in building and managing a suite of diversified global equity portfolios and has grown to manage over $500 Million in assets on behalf of high-net-worth clients and financial institutions across the globe. Managing Director• Research and implementation of the firm’s proprietary models and investment strategies.• Oversight of the firm’s business lines and internal committees.• Development of the investment committee’s quarterly investment commentary.• Engaging in current and prospective client relationships.• Contributing to the media and industry through interviews, webinars, and conference speaking.
Brad Jensen Skills
Brad Jensen Education Details
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International Finance
Frequently Asked Questions about Brad Jensen
What company does Brad Jensen work for?
Brad Jensen works for Mosaic Alliance
What is Brad Jensen's role at the current company?
Brad Jensen's current role is Chairman Mosaic.
What is Brad Jensen's email address?
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What is Brad Jensen's direct phone number?
Brad Jensen's direct phone number is +192593*****
What schools did Brad Jensen attend?
Brad Jensen attended Thunderbird School Of Global Management.
What are some of Brad Jensen's interests?
Brad Jensen has interest in Cooking, Coaching, Golfing, Grilling, Health.
What skills is Brad Jensen known for?
Brad Jensen has skills like Asset Allocation, Investment Strategies, Portfolio Management, Securities Selection.
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