Brad Houle, CFA
Principal
Head of Fixed Income
Portfolio Management
Brad Houle, CFA, serves as the firm’s head of fixed income and is a member of our Investment Policy Committee. He is a portfolio manager with individual and institutional clients concentrated in Portland and Seattle. Brad manages the firm’s Real Estate investment strategy and the consumer staples sector internationally. He is also a principal shareholder of the firm. Prior to joining the firm in 2012, he spent 17 years with Davidson Investment Advisors as co-portfolio manager for their equity income and intermediate-term fixed income strategies.
Brad graduated with honors from the University of Montana with a B.S. in business finance and completed his M.B.A. in business finance from the University of Oregon. He has been a member of the Chartered Financial Analysts Society of Portland since 1999. Brad is chair of the board of directors of the Red Cross Cascades Region and serves on the finance committee of the Children’s Institute.
Brad and his wife and their daughter enjoy traveling, exploring Portland and cycling in their free time.