Bradford Long, CFA
As Chief Investment Officer for Wealthspire, Brad leads the firm’s investment strategy, research, and portfolio construction across the platform. In this role, Brad is responsible for guiding long-term investment philosophy, overseeing research and due diligence, and ensuring consistency and rigor in how the firm delivers investment solutions for clients across wealth, institutional, and retirement markets.
Previously he served as the Chief Investment Officer for Fiducient Advisors, and prior to joining the firm in 2012, he held research roles at Citigroup and Wells Fargo in New York, where he focused on market analysis and investment research. He earned a bachelor's degree in finance with a minor in economics from the University of Colorado and is a CFA® Charterholder. Brad is a member of the CFA Society of Chicago and the CFA Institute.
Beyond Wealthspire, Brad is actively involved with Greenhouse Scholars, a nonprofit dedicated to supporting under-resourced college students through financial assistance and mentorship.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
