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Andrew Bradshaw

Andrew Bradshaw

Vice President, Portfolio Manager at Country Club Bank /gfn

Kansas City, MO , United States

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

OrganizationRoleDate RangeDetails
Country Club Bank Wealth SolutionsVice President, Portfolio ManagerDec 2018 to Present
Creative Planning Inc.Financial Advisor - Retirement PlansSep 2018 to Dec 2018
Creative Planning Inc.Investment ManagerApr 2016 to Sep 2018
American Century InvestmentsInvestment SpecialistSep 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

Banking
Commercial Banking
Credit
Finance
Financial Analysis
Customer Service
Financial Services
Management
Financial Modeling

Others at Country Club Bank /gfn (2)

NameRoleLocation
Chance Pierce
Chance Pierce
SVP, Portfolio Manager IIIKansas City, MO , United States
Nicholas Hennessy
Nicholas Hennessy
Investment OfficerOverland Park, KS , United States