Diversified Portfolios, Inc
Brad Cox is a skilled finance professional currently serving as Partner and Chief Operating Officer at Diversified Portfolios, Inc., an investment planning and financial advisory firm in Bloomfield Hills, Michigan, since August 2020. Prior to this role, Brad held the position of Director of Operations at Portfolio Solutions, LLC from September 2012 to July 2020. Earlier career experiences include working as a Senior Business Analyst and Trading Operations Manager at Munder Capital Management, as well as roles as a Business Systems Analyst at CheckFree Investment Services and a Business Analyst at Evergreen Investments. Brad holds a Bachelor of Business Administration in Management Science from St. Bonaventure University and a Master's in Finance from Walsh College.
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Diversified Portfolios, Inc
Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.