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Brad Gibson

Brad Gibson

Portfolio Strategist

Office: (804) 270-7626, ext. 1734

As a Portfolio Strategist, Brad serves as an integral part of the investment selection and portfolio construction process. Through careful research and analysis of investment themes and strategies that span the investable universe he aims to grow client assets in times of prosperity and preserve them in times of uncertainty with superior long-term, risk adjusted returns compared to the broader market.  Before joining Capstone Financial Partners, Brad graduated Magna Cum Laude from the University of Richmond with a major in Business Administration with a concentration in Finance. During his time there, Brad was a member of the Student Managed Investment Fund, which is a student organization responsible for investing money from the school’s endowment in public equities throughout the school year. Additionally, he was a member of the club soccer team and was a practice player on Richmond’s Division I Women’s Soccer Team. His previous internship experiences have been focused around wealth management and investment research, which he looks forward to continuing in his new role.

 

Licenses

FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law)

Passed CFA Level 1 (February 2021)