Find your path to Brad
447 people in our graph share verified history with Brad — schools, employers, funds. One of them is your warm intro.
James DetweilerunlockedBrad: together at Morgan Stanley (2017)
×11Brad: together at Morgan Stanley
About
Brad Wallace is Chief Investment Officer of Infinity Private Wealth, which he co-founded, where he oversees investment strategy, the advisory platform, and client relationships. He previously served as CIO of a $700M+ wealth management division of a nationally chartered bank and held senior roles at JPMorgan Private Bank, MidFirst Private Wealth, and Morgan Stanley. He holds the CFA charter and CIPM designation and completed Columbia Business School's Chief Investment Officer program.
Contact· self-published, not guessed
Experience
- Infinity Capital PartnersCo-Founder and Chief Investment Officer, Infinity Private Wealthcurrent2026 — presentOklahoma City Metropolitan Area
- Stride Bank, N.A.SVP, Chief Investment Officer2022 — 2025Oklahoma, United States
- J.P. Morgan Private BankVice President2022Oklahoma, United States
- MidFirst BankAVP, Portfolio Manager2020 — 2022Oklahoma City, Oklahoma
- Caption PartnersEquity Derivatives Trader2018 — 2020Oklahoma City, Oklahoma
- Morgan StanleyFinancial Advisor2016 — 2018Oklahoma City, Oklahoma Area
- Rockgate Financial PartnersRegistered Representative2015 — 2016Oklahoma City Metropolitan Area
- Mathis Brothers FurnitureVarious Roles - Management/Customer Service2006 — 2016Oklahoma City, Oklahoma Area
Skills & more
- Research Challenge — CFA Institute
- Advanced Private Wealth Management — CFA Institute
- Senior Executive Program: Chief Investment Officer — Columbia Business School Executive Education
- Certificate in Investment Performance Measurement (CIPM) — CFA Institute
- Research Challenge — CFA Institute
- Chartered Financial Analyst (CFA) — CFA Institute
From Brad's professional profile.
Colleagues at Infinity Capital Partners
Ashton Conner
Analyst at Infinity Capital Partners
Bryan Vahlberg
Managing Partner at Infinity Capital Partners
Carson Confer
Analyst at Infinity Capital Partners
Carson Mauldin
Analyst at Infinity Capital Partners
Christopher Lee
Managing Partner at Infinity Capital Partners
Dexter Flick
Vice President at Infinity Capital Partners
Garrett McGregor
Analyst at Infinity Capital Partners
Hunter Meister
Business Development Manager at Infinity Capital Partners
Frequently asked questions
- Who is Brad Wallace?
- Brad Wallace is Chief Investment Officer of Infinity Private Wealth, which he co-founded, where he oversees investment strategy, the advisory platform, and client relationships. He previously served as CIO of a $700M+ wealth management division of a nationally chartered bank and held senior roles at JPMorgan Private Bank, MidFirst Private Wealth, and Morgan Stanley. He holds the CFA charter and CIPM designation and completed Columbia Business School's Chief Investment Officer program.
- Where does Brad Wallace work?
- Brad Wallace is Chief Investment Officer at Infinity Capital Partners.
- Where did Brad Wallace go to school?
- Brad Wallace studied at Columbia Business School (Chief Investment Officer Executive Education Program); University of Central Oklahoma (Bachelor of Business Administration (B.B.A.), Finance); Oklahoma City Community College (Associate of Arts and Sciences - AAS).
Same school
Also attended Columbia Business School991
Ryan PetersenFounder & CEO of FlexportAryo TehranianManaging Director at Mayfair Equity PartnersYibo NianInvestment Director at Intel CapitalKesha CashFounder & General Partner at Impact America FundMahati SridharPartner, Rise of the Rest at RevolutionGiuseppe IademarcoHead of Global Partnership at P101 Ventures
+ 985 more
Also attended University of Central Oklahoma9
Hailey MoxleyAccounting Manager at Cortado VenturesKathleen AshlockExecutive Assistant at Five Elms CapitalKevin MooreFounder and Managing Partner at Serac VenturesMegan MillerDirector of Operations at VictorumAndrea CourseVenture Partner at Non Sibi VenturesKim StrohFounder at Persefoni
+ 3 more
Shared employers
Also worked at J.P. Morgan Private Bank11
Dave PerretzHead of Finance at Ironspring VentureMatthew KleinPartner at MassiveGrant SiskGrowth Investor at Five Elms CapitalErin NiehausInvestor at DigitalDx VenturesKat RestrepoDirector, Business Development at New York Life VenturesDominique GoyChairman of the Board at Zebra Impact Ventures
+ 5 more
Also worked at MidFirst Bank5
Also worked at Morgan Stanley1,543
Mary MeekerFounder & General Partner at BONDAileen LeeFounder & Managing Partner of Cowboy VenturesJenny LeeSenior Managing Partner at Granite AsiaLuciana LixandruPartner at Sequoia CapitalDavid VélezFounder & CEO of NubankJames DetweilerVP of Investments at Felicis Ventures
+ 1,537 more