In his role as Senior Consultant with CapAcuity, Brad Kidd has 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 partners.
Most recently, Brad 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, Brad was a senior investment analyst with Clark Consulting, where he was responsible for providing analysis in the investment manager selection and monitoring processes, as well as conducting in-depth due diligence on investment managers and fund companies. Brad also served as an client account manager with Clark. Previously, he served as a financial advisor with Raymond James.
Brad 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.