Brad Fry

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Profile

Bradley Robert Fry worked as a Principal at Cerity Partners LLC from 2023 to 2024.
Prior to that, he was an Investment Analyst at ARGI Investment Services LLC from 2019 to 2023.
Mr. Fry holds an MBA from Bellarmine University, which he obtained in 2017.
He also completed his undergraduate studies at the University of Louisville in 2010.

Former positions of Brad Fry

Companies	Position	End
Cerity Partners LLC Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance.	Analyst-Equity	01/01/2024
Cerity Partners OCIO LLC Cerity Partners OCIO LLC Investment ManagersFinance Cerity Partners OCIO provides investment advice with respect to a broad range of domestic and foreign financial securities and instruments and other assets in a variety of forms. Portfolios reflect their “best ideas” across a variety of traditional and alternative investment strategies. The firm’s innovative portfolio design approach seeks to optimize risk-adjusted financial return and mission alignment – without compromising investment rigor.	Analyst-Equity	01/04/2023

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Linked companies

Private companies	4
Cerity Partners OCIO LLC Cerity Partners OCIO LLC Investment ManagersFinance Cerity Partners OCIO provides investment advice with respect to a broad range of domestic and foreign financial securities and instruments and other assets in a variety of forms. Portfolios reflect their “best ideas” across a variety of traditional and alternative investment strategies. The firm’s innovative portfolio design approach seeks to optimize risk-adjusted financial return and mission alignment – without compromising investment rigor.	Finance
Bellarmine University Bellarmine University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Louisville University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cerity Partners LLC Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance.	Finance

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