Bradley H. Whiting
Senior Financial Analyst & Client Manager
Bradley has been an engaged trader of various securities ranging from derivatives to equities for over 5 years. His experience has been put to good use at Morgan Stanley and Western Asset Management where he gained a multifaceted view of how the investment management industry operates. Bradley is Series 65 licensed.
Bradley graduated top of his class from Chapman University’s Argyros School of Business and Economics with both a Bachelor of Arts in Business Administration and a Bachelor of Science in Economics with an emphasis in Finance. He is currently a CFA candidate.
Bradley is very active in Orange County with his involvement in the CFA Society and his many past times. Bradley travels all across California and Mexico surfing, biking, camping, and freediving.