About
Brad Schwer is a Senior Analyst at Gillson Capital LP in Chicago, Illinois, where he is responsible for fundamental equity research and investment analysis, with a focus on supporting portfolio management decisions. In this role since February 2023, Brad contributes industry expertise in assessing and valuing public equities, leveraging advanced financial modeling and market research skills.
He has built his career in the investment industry through prior roles including Equity Analyst at Amundi Pioneer and Analyst at Gillson Capital LP, where he has developed a strong track record in identifying and analyzing opportunities in U.S. equities. His research covers a broad range of sectors within global equities, though specific sector focus is not publicly documented; in similar roles, professionals often emphasize technology, consumer, and industrials based on firm strategy and market dynamics.
Brad holds a degree from the University of Chicago Booth School of Business, as well as a degree from Illinois State University. He is recognized for his analytical rigor and deep expertise in equity research, employing a disciplined approach to investment that supports the overall performance objectives of Gillson Capital LP.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gillson Capital | Senior Analyst | Feb 2023 to Present | — |
| Gillson Capital LP | Analyst | Sep 2019 to Feb 2023 | — |
| Amundi Pioneer | Equity Analyst | Jun 2018 to Sep 2019 | REITs and real estate stocks |
| Morningstar | Equity Analyst | Jun 2016 to May 2018 | Financial Services team covering REITs |
| CME Group | Senior Investigator | Feb 2015 to Jun 2016 | — |
| CME Group | Investigator | Apr 2011 to Feb 2015 | — |
Education
The University of Chicago Booth School of Business
Illinois State University
Others at Gillson Capital LP (7)
| Name | Role | Location |
|---|---|---|
| Analyst | Crown Point, IN , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Associate Analyst | Chicago, IL , United States | |
A Alexander Rhodes | Analyst | Chicago, IL , United States |
C Chris K. | Associate Analyst | New York, NY , United States |
| Investment Analyst | New York, NY , United States | |
M Michael Fomook | Analyst | Chicago, IL , United States |
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D Dave Haufe | Chief Technology Officer | Simplex Trading, LLC | Chicago, IL , United States |