Brad W. Feltz
Senior Vice President & Portfolio Manager U.S. Bank Private Wealth [email protected], 414.323.0077
- Role
- U s Bank at U.S. Bank
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brad W. Feltz
Brad has been with U.S. Bank in Private Wealth Management since 2004. He has filled…
Experience
U s Bank
Present
Education
University of Wisconsin-Madison
Bachelor of Science
1986 — 1990
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- High Net Worth Individuals
- Equities
- Wealth Management Services
- Investments
- Strategic Financial Planning
- Charles River Ims
- Wealth Management
- Smart Leaf
- Investment Management
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 63
- Asset Management
- Finance
- Securities
- Estate Planning
- Financial Planning
- Unified Managed Accounts
- Tactical Asset Allocation
- Private Wealth Management
- Investment Advisory
- Series 7
- Asset Managment
- Hedge Funds
- Fixed Income
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