Brad Edson worked as an Investment Analyst at Mount Yale Capital Group from June 2006 to April 2011. Brad then joined Agility Outsourced Chief Investment Officer as a Managing Director in April 2011.
Brad Edson attended the University of Colorado Boulder from 2002 to 2006, where they obtained a Bachelor of Arts degree in Economics.
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Agility Outsourced Chief Investment Officer
Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. Please visit our website to learn more about Agility's services or to contact a member of our team. Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties.