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Brad Engle is a key leader of GHPIA’s in-house investment strategy, overseeing trading, portfolio management, and proprietary research that drive the firm’s disciplined approach to wealth management. As Senior Portfolio Manager, Brad plays an integral role in GHPIA’s fully independent investment process, ensuring that clients benefit from customized portfolios, tax-efficient strategies, and proactive market positioning without reliance on third-party managers.
A senior member of GHPIA’s Portfolio Management Team, Brad leads the firm’s in-house trading operations, conducting in-depth fundamental research on individual equities. He evaluates financial statements, analyst reports, and company performance to develop strategic decisions that align with GHPIA’s long-term investment philosophy. Clients benefit from this hands-on approach, as GHPIA’s ability to make investment decisions internally allows for more nimble portfolio management, risk mitigation, and personalized investment strategies tailored to their goals.
Since joining GHPIA in 2012, Brad has built and refined the firm’s proprietary portfolio management systems and trading technology, ensuring seamless execution and real-time responsiveness to market conditions. His work enhances portfolio efficiency, optimizes rebalancing strategies, and integrates tax-aware trading decisions—all critical components of GHPIA’s commitment to helping clients maximize returns while managing risk and tax exposure.
Beyond portfolio management, Brad is committed to client education. He frequently leads investor webinars and market discussions, helping clients better understand investment strategies, market trends, and economic cycles. His ability to translate complex financial concepts into clear, actionable insights empowers clients to make informed decisions and remain confident in their long-term financial plans.
Brad holds a Bachelor’s degree in Finance and Economics from Mesa State College and an MBA from Regis University.
Brad, a Colorado native, is passionate about building lasting value, both in his professional and personal life. He takes pride in having led GHPIA’s trading and portfolio management systems from the ground up, helping shape the firm’s independent investment approach and seeing the direct impact on client success.
He lives in Commerce City with his family, and his children attend public schools. A dedicated father to three sons, all of whom share his passion for sports, particularly baseball, Brad fosters this love of the game by coaching youth sports and playing in the National Adult Baseball Association. His sons are actively involved in basketball, soccer, and baseball through local teams, and he enjoys supporting them in their athletic pursuits.
