Brad Houle, CFA

Brad Houle, CFA, serves as the firm’s head of fixed income and is a member of our Investment Policy Committee. He is also 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, and is 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 earned his MBA in finance from the University of Oregon’s Lundquist College of Business and his BA in finance from the University of Montana School of Business Administration. He also has his Chartered Financial Anaylyst and Certified Exit Planning Advisor designations.

Brad has held a number of leadership roles within Portland area civic and nonprofit organizations, including the Arlington Club, the Children’s Institute, the American Red Cross Cascades Region and is a current board member for the Legacy Good Samaritan Foundation and the Oregon Symphony.

In their free time, Brad and his family enjoy traveling, exploring Portland and cycling.