LAKE MARY, FLORIDA (AUGUST 4, 2020) — CapAcuity, a leading executive benefits consulting and asset management firm, announced today that Brad Kidd has joined the firm as a Senior Consultant.
In this role, Mr. Kidd will have multiple responsibilities including financial analysis and funding optimization, “cost/benefit” analysis of client funding and hedging strategies, investment correlation analytics, risk management, and personalized consultation with clients and intermediary partners.
“Brad has extensive experience in the design and funding of executive benefit plans,” CapAcuity CEO Peter Cahall said. “As with the other members of our team, he’s extremely well qualified to collaborate with plan sponsors, who rely on our expertise to help navigate the major trends materially affecting their plans—including significant tax, regulatory, investment and pricing changes.”
“Because our ability to address these changes is resonating so strongly with plan sponsors, we’ve experienced significant growth over this past year,” Cahall added. “Adding Brad to our team will enable us to meet the needs of our expanding client base.”
Most recently, Mr. Kidd was a senior investment consultant with Newport Group, where he was responsible for providing investment and fiduciary consulting services to institutional retirement plan clients with qualified and non-qualified plans ranging from $100 million to $1 billion in assets.
Prior to Newport, he was a senior investment analyst with Clark Consulting, where he was responsible for providing analysis in the investment manager research, selection and monitoring processes, as well as conducting in-depth due diligence on investment managers and fund companies. Mr. Kidd also served as a client account manager with Clark. Previously, he served as a financial advisor with Raymond James.
Mr. Kidd earned his bachelor’s degree in marketing from Texas Tech University. He is an Accredited Investment Fiduciary (AIF) and holds Series 7 and 66 registrations.