Brad D. Felix
Director of Ideal Futures Platform
Brad has been involved in the financial services industry since 2009. Prior to joining Savant, he served as director of innovation at Truepoint Wealth Counsel, a registered investment advisory firm in Cincinnati, OH, and founded Commas, a subsidiary of Truepoint. Before that, he was a portfolio manager at Opus Capital Management, an investment advisory firm in Cincinnati. Brad was a shareholder at both Truepoint and Opus.
Brad earned a bachelor of science degree in finance from Miami University in Oxford, OH, where he graduated summa cum laude with university and business honors. He holds a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Cincinnati.
Brad and his wife Michelle have three children. He enjoys the outdoors, physical fitness, basketball, and sand volleyball. Brad loves traveling with his kids and helping them explore the world around us. The family enjoys weekend trips to Lake Cumberland, finding new playgrounds, camping, and being active in their church. Brad also enjoys visiting new craft breweries and hunting for good bottles of bourbon.