"Market Over View"
William Brady, CFA is a Senior Vice President, Director of Investments with WestStar Wealth Management. For nearly 20 years Bill has served as a fiduciary portfolio manager and investment consultant assisting a wide variety of investors and organizations address many unique and challenging circumstances. He has helped structure customized investment solutions for high net worth individuals and institutional entities including foundations, endowments, Native American tribes, fraternal organizations, Taft-Hartley and ERISA plans. Before joining WestStar in 2013, Bill was a Portfolio Manager for Wells Fargo's Private Bank and Director of Research for independent institutional investment consulting firm serving non-profit clients around the country. Bill earned both his Bachelor's and Master's degrees in Finance from New Mexico State University and graduated with honors. While pursuing his degrees he served as an analyst for the Zia Fund and helped teach graduate-level financial technology course at the University. Bill holds the Chartered Financial Analyst* designation and is a member of the CFA Society of New Mexico.
