Brad Wallick
Profile
Mr. Bradley A.
Wallick is a Principal at CT Financial Advisors LLC.
Prior to joining CapTrust in 2012, Mr. Wallick spent a decade working in New York City producing investment research and global market strategy reports for institutional investors.
He worked at an institutional equity research firm and spent several years working at investment bank Natexis Bleichroeder.
Mr. Wallick earned his B.S.
degree in Finance at the University of Delaware.
He obtained a M.S.
in Finance from The George Washington University, in Washington D.C.
Former positions of Brad Wallick
| Companies | Position | End |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
| Natixis Bleichroeder, Inc. | Corporate Officer/Principal | - |
CT Financial Advisors LLC
 CT Financial Advisors LLC Investment ManagersFinance CT Financial Advisors LLC is an independent investment management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded in 2011 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, business and pooled investment vehicles in Pennsylvania and other states. | Analyst-Equity | - |
Training of Brad Wallick
| George Washington University | Graduate Degree |
| University of Delaware | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
| Natixis Bleichroeder, Inc. | Finance |
CT Financial Advisors LLC
CT Financial Advisors LLC Investment ManagersFinance CT Financial Advisors LLC is an independent investment management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded in 2011 and offers investment advisory services to individuals, high net-worth individuals, trusts, estates, business and pooled investment vehicles in Pennsylvania and other states. | Finance |
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