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Brady Beals, CFA, CAIA

Director, Investment Solutions at Luma Financial Technologies

Brady Beals, CFA, CAIA has a solid work experience in the financial sector. Brady started their career at Navian Capital in 2013, where they worked as a Senior Analyst until 2015. After that, they took on the role of Director of Product Management until 2019. In May 2019, Brady joined Luma Financial Technologies as the Director of Investment Solutions.

Brady Beals, CFA, CAIA holds a Bachelor's Degree in Finance, General from The Ohio State University Fisher College of Business, which they obtained from 2009 to 2013. In addition, they obtained the Alternative Investment Analyst Charter (CAIA Charter) from CAIA Association in April 2019. Furthermore, Brady is also a Chartered Financial Analyst (CFA) Charterholder, although the specific month and year of obtaining this certification were not provided.

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Timeline

  • Director, Investment Solutions

    May, 2019 - present

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