Brad Kidd Email & Phone Number

Orlando, Fl, Us

Lake Mary, Florida, United States

In his role as Senior Consultant with CapAcuity, Brad Kidd has multiple responsibilities including financial analysis and funding optimization, “cost/benefit” analysis of client funding and hedging strategies, investment correlation analytics, risk management, and personalized consultation with clients and intermediary partners.Most recently, Brad was a senior investment consultant with Newport Group, where he was responsible for providing investment and fiduciary consulting services to… Show more In his role as Senior Consultant with CapAcuity, Brad Kidd has multiple responsibilities including financial analysis and funding optimization, “cost/benefit” analysis of client funding and hedging strategies, investment correlation analytics, risk management, and personalized consultation with clients and intermediary partners.Most recently, Brad was a senior investment consultant with Newport Group, where he was responsible for providing investment and fiduciary consulting services to institutional retirement plan clients with qualified and non-qualified plans generally ranging from $100 million to $1 billion in assets.Prior to Newport, Brad was a senior investment analyst with Clark Consulting, where he was responsible for providing analysis in the investment manager selection and monitoring processes, as well as conducting in-depth due diligence on investment managers and fund companies. Brad also served as an client account manager with Clark. Previously, he served as a financial advisor with Raymond James. Brad earned his bachelor’s degree in business administration from Texas Tech University. He holds Series 7 and 66 registrations. Show less