Technological Advances in the Market & How the Average Portfolio Fails Clients with Bradley Roth

Today on the podcast we are happy to be hosting Bradley Roth, CIO of Thor Financial Technologies. 

On the podcast we talked about how the average portfolio fails clients, the risk of passive income and what technological advances could be seen in the markets. 

Brad is the co-founding principal and Chief Investment Officer of Thor Analytics. Prior to this appointment as CIO, he was managing partner at Sardonyx Capital, a quantitative securities hedge fund.

In addition, Brad is the Managing Partner of McDowell Associates, an Insurance Brokerage and Investment Advisory Firm. McDowell Associates was founded in 1900 and brings a deep history of client service to a wide variety of clientele.

Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which he obtained a bachelor’s degree in business administration. Brad received the Certified Financial Planner® (CFP) designation from New York University. He also has the FINRA Series 66 and NFA Series 3.

Bradley Roth - 
LinkedIn - https://www.linkedin.com/in/bradley-roth-8a4a8619a/
Website -  https://www.thorft.com/

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