Andrew Bradshaw
Vice President, Portfolio Manager at Country Club Bank /gfn
About
Andrew Bradshaw is Vice President and Portfolio Manager at Country Club Trust Company, a division of Country Club Bank in Kansas City, MO. In this role, he works closely with clients to design and implement investment strategies tailored to their individual financial goals and objectives, drawing on more than 13 years of experience in financial services.
Bradshaw's expertise covers portfolio management across multiple asset classes, including equities, fixed income, and multi-asset strategies, with a focus on serving high-net-worth individuals, trusts, and institutions. He brings a broad perspective from prior roles as an Investment Manager and Financial Advisor specializing in retirement plans at Creative Planning, where he was responsible for comprehensive investment oversight and client advisement.
His credentials include a Bachelor of Science in Finance from Saint Louis University and an MBA in Finance from Rockhurst University, supplemented by an Executive Certificate in Financial Planning from the University of Missouri-Kansas City. Bradshaw has contributed to investment strategy development throughout his career, combining formal education with practical experience to deliver client-centric portfolio management within the Midwest financial sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Country Club Bank Wealth Solutions | Vice President, Portfolio Manager | Dec 2018 to Present | — |
| Creative Planning Inc. | Financial Advisor - Retirement Plans | Sep 2018 to Dec 2018 | — |
| Creative Planning Inc. | Investment Manager | Apr 2016 to Sep 2018 | — |
| American Century Investments | Investment Specialist | Sep 2013 to Apr 2016 | — |
Education
University of Missouri-Kansas City
Executive Certificate in Financial Planning
Rockhurst University
Master of Business Administration (M.B.A.), Finance
Saint Louis University
Bachelor of Science in Business Administration, Finance
Rockhurst High School
Skills & Expertise
Others at Country Club Bank /gfn (2)
| Name | Role | Location |
|---|---|---|
| SVP, Portfolio Manager III | Kansas City, MO , United States | |
| Investment Officer | Overland Park, KS , United States |