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 140 customized client portfolios and is co-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 Funds Specialist, Brad is responsible for selecting funds and allocations for the Mutual Funds and ETF models. Brad also reviews, monitors, and provides fund investment option recommendations for corporate retirement plan clients. Brad received a Bachelor of Science degree in Finance and Business Economics from the University of Dayton. He joined the Buckingham team an intern in May 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 the Columbus area. Outside the office, Brad enjoys following Cleveland and Dayton Flyer sports, playing basketball and learning to play the piano.