Isaac Braley

President @Bts Asset Management

Lincoln, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2008 — Present

President @Bts Asset Management

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Lexington, MA, US

President, Director, and Investment Committee Member, of BTS Asset Management, which he joined in Isaac has been in the Investment industry for more than 25 years. Spending his career in Alternative Investment Strategies with both equity and fixed income portfolios. Primarily focusing on the distressed debt markets has affected the way he sees the investment universe. As a Director and President of BTS, Isaac has been tasked with aligning its mission with stakeholder needs. He works closely with an experienced executive team to ensure that the firm delivers consistent world-class Investment strategies and services to advisors and their clients. He is responsible for leading the Firm’s distribution strategy\'s overall direction and overseeing the Sales and Marketing leadership in their efforts to build collaborative partnerships with financial advisors, platforms, and key accounts. He has extensive experience in developing best practices within the financial services industry. He specializes in building and motivating teams to help deliver successful outcomes to the Firm\'s advisors and clients.As an Investment Committee Member, he is a Portfolio Manager for both 1940 Act Mutual Funds and Separately Managed Accounts. He deals with ongoing market research and contributes to the development of proprietary products. Isaac focuses on research into securities selection and portfolio strategies used to enhance the BTS product lineup. He actively attends industry investment and research conferences, speaking on portfolio design, economic theory, and behavioral finance.​Isaac has a B.S. in Business Management from Keene State College, an M.S. in Financial Planning from the College of Financial Planning, and an MBA from UMass Amherst\'s Isenberg School of Management.

EDUCATION

N/A

Keene State College

BS

N/A

College for Financial Planning

MS

N/A

Isenberg School of Management, UMass Amherst

Master of Business Administration - MBA

SKILLS

Financial PlanningRetirement PlanningWealth ManagementPortfolio ManagementInvestmentsStrategyAsset ManagementAsset AllocationMutual FundsInvestment Advisory

ABOUT ISAAC BRALEY

I’ve worked in the alternative investment space since leading and partnering with teams to bring sophisticated investment solutions to market. I combine deep technical expertise with a strategic, client-focused approach to positioning ideas, driving adoption, and delivering results for advisors and investors.Throughout my career, I’ve helped develop and distribute Separately Managed Accounts, Third-Party Asset Management programs, 1940 Act mutual funds, hedge funds, and UCITS products across the U.S, Europe, and Asia. I value strong relationships, collaborative leadership, and disciplined execution, and I focus on building solutions that align investment strategy with real client needs.

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