Advisor Information
Brad Gregory
Senior Portfolio Manager, Research Analyst, and Investment Operations Manager
Buckingham Advisors
Based In:
Serving Clients in these States

Brad is a Senior Portfolio Manager, Research Analyst and Investment Operations Manager. As a Senior Portfolio Manager, he is experienced at managing custom client portfolios and is manager for the Yield Portfolio stock model. As a Research Analyst, Brad participates in the weekly equity review process, providing reports and rating recommendations for equities across all sectors and industries. As the Investment Operations Manager, Brad oversees day-to-day investment operations, internal procedures, and regulatory reporting. Brad enjoys using the knowledge from his multifaceted role to meet the unique situations and needs that clients have.Brad received a Bachelor of Science degree in Finance and Business Economics from the University of Dayton and recently earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals. He joined the Buckingham team as an intern in May of 2011 and started full-time after graduation in May of 2012. After 5 years in the Dayton office, Brad now works from the Columbus office to help serve our growing client base in central Ohio.Outside the office, Brad enjoys following Cleveland and Dayton Flyer sports, running, and learning to play the piano.