Brad Edson is a Managing Director at Agility. As a member of the Portfolio Management Team, he leads Agility’s efforts in transitioning and monitoring client portfolios. Brad has more than 12 years of investment experience. Prior to joining Agility, Brad was at Mount Yale Capital Group from 2006 to 2011 where he most recently served as a leading member of the investment team. In this role, Brad was responsible for sourcing and conducting research on traditional and alternative investment managers on a platform with over $1.5 billion in assets. Brad earned a BA in Economics from the University of Colorado at Boulder, and is a CFA charterholder. In his spare time, he enjoys hockey and golf, as