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.
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
- Where does Brad Wallace work?
- Brad Wallace is Chief Investment Officer at Infinity Capital Partners.