Madison’s Bradley Meeks, CFA, Becomes Principal and Equity Owner

 

Bradley Meeks, CFA and senior portfolio manager, recently was named a principal and equity owner of Madison Wealth Management.

“Since joining our team, Brad has made significant contributions to our firm and has also exemplified the leadership qualities necessary to move Madison into the future,” said Ed Kuresman, Madison’s chief investment officer. “Through his personal qualities and professional efforts, Brad has earned the respect of our clients, team members, and owners, and has made himself indispensable to Madison.”

Prior to joining Madison in 2016, Meeks was a senior investment officer and portfolio manager at First Financial Bank. He also served as an equity analyst for Morningstar and RS Investments for both the buy and sell side. He began his career at Deloitte & Touche, focusing on operational and strategy engagements in the investment management industry.

Brad is a member of the CFA Institute, CFA Society of Cincinnati and has been featured in various video and print publications including the Wall Street Journal, WJS Smart Money, Crain’s Business, and the Dow Jones Market Watch. He currently serves on the University of Cincinnati’s Economics Center Young Professional Board and Miami University’s Young Professionals Advisory Council for the Farmer School of Business. Brad was selected for the United Way of Greater Cincinnati’s Board Orientation and Leadership Development program and was named to the Cincinnati Business Courier’s Forty Under 40 Class of 2019.

A Cincinnati native, Brad lives in Madeira with his wife, Jaclyn, and two young sons. He earned his B.S. from Miami University’s Farmer School of Business with a double major in finance and management information systems.