Brad T. Gregory

    Portfolio Manager & Research Analyst / Investment Operations Manager

    Brad is a Portfolio Manager, Research Analyst and Investment Operations Manager. As a Portfolio Manager, he is responsible for over 130 customized client portfolios and is manager for the Yield Portfolio stock model. As a Research Analyst, Brad participates in the weekly equity review process, providing reports and rating recommendations for equities across all sectors and industries. As the Investment Operations Manager, Brad oversees day-to-day investment operations, internal procedures, and regulatory reporting. Brad received a Bachelor of Science degree in Finance and Business Economics from the University of Dayton. He joined the Buckingham team as an intern in May of 2011 and started full-time after graduation in May of 2012. After 5 years in the Dayton office, Brad now works primarily from the Columbus office to help serve our growing client base in central Ohio. Outside the office, Brad enjoys following Cleveland and Dayton Flyer sports, playing basketball and learning to play the piano.