Brad Soper
Gestionnaire de Portefeuille-Actions chez Foster & Motley, Inc.
Profil
Mr. Bradley M.
Soper, CFA MBA, is an Investment Manager & Shareholder at Foster & Motley, Inc. He joined the firm in 2014 and focuses on client mutual fund portfolios.
Mr. Soper has experience in a number of specialized financial areas, preparing him to meet the often complex needs of his clients.
From 2006 to 2010, he worked at Mountjoy Chilton Medley LLP, a regional CPA firm, where he prepared corporate tax returns and conducted financial statement audits for a number of privately held clients in the area.
In 2011, he relocated to Columbus, Ohio where he worked as a Senior Tax Accountant at GBQ Partners.
He received his undergraduate degree from Northern Kentucky University and an MBA from Fisher College of Business.
Postes actifs de Brad Soper
| Sociétés | Poste | Début |
|---|---|---|
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Brad Soper
| Sociétés | Poste | Fin |
|---|---|---|
MCM CPAs & Advisors LLP
 MCM CPAs & Advisors LLP Miscellaneous Commercial ServicesCommercial Services MCM CPAs & Advisors LLP provides accounting services. It offers expertise in audit and assurance services, tax planning, business valuation, litigation support, fraud examination, aviation services, comprehensive real estate and construction expertise, business start-up and consulting for non-profit, public and privately held organizations. The firm serves manufacturing and distribution, healthcare, real estate, financial institutions, insurance, hospitality and restaurants sectors. The company was founded by Michael B. Mountjoy, John E. Chilton and Diane B. Medley and is headquartered in Louisville, KY. | Corporate Officer/Principal | 01/01/2010 |
GBQ Holdings LLC
 GBQ Holdings LLC Miscellaneous Commercial ServicesCommercial Services GBQ Holdings LLC provides accounting and consulting services. Its offers accounting, tax, assurance, valuation and financial opinion, forensic and dispute advisory, transaction advisory, state and local tax consulting. The company was founded in 1953 and is headquartered in Columbus, OH. | Corporate Officer/Principal | - |
Formation de Brad Soper
| Northern Kentucky University | Undergraduate Degree |
| Fisher College of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Finance |
MCM CPAs & Advisors LLP
MCM CPAs & Advisors LLP Miscellaneous Commercial ServicesCommercial Services MCM CPAs & Advisors LLP provides accounting services. It offers expertise in audit and assurance services, tax planning, business valuation, litigation support, fraud examination, aviation services, comprehensive real estate and construction expertise, business start-up and consulting for non-profit, public and privately held organizations. The firm serves manufacturing and distribution, healthcare, real estate, financial institutions, insurance, hospitality and restaurants sectors. The company was founded by Michael B. Mountjoy, John E. Chilton and Diane B. Medley and is headquartered in Louisville, KY. | Commercial Services |
GBQ Holdings LLC
GBQ Holdings LLC Miscellaneous Commercial ServicesCommercial Services GBQ Holdings LLC provides accounting and consulting services. Its offers accounting, tax, assurance, valuation and financial opinion, forensic and dispute advisory, transaction advisory, state and local tax consulting. The company was founded in 1953 and is headquartered in Columbus, OH. | Commercial Services |
