Brad Combs
Senior Portfolio Manager at Acropolis Investment Management, LLC
About
Brad Combs, CFP®, CPA, serves as Senior Portfolio Manager at Acropolis Investment Management, LLC, where he has been a key member of the team since 2019. Based in St. Louis, Missouri, his primary responsibilities include developing investment strategies and managing portfolios for individuals and families, focusing on delivering tailored financial solutions and risk-appropriate asset allocation.
His expertise spans comprehensive investment planning with a particular focus on the retirement sector, including managing income distribution strategies for retirees and optimizing client cash flow during the distribution phase. Brad’s portfolio management practice covers broad asset classes, with significant emphasis on equities, fixed income, and diversified multi-asset allocations for high-net-worth individuals and families.
Prior to joining Acropolis, Brad was a Wealth Manager at Paradigm Financial Advisors, LLC, where he gained over twelve years of experience in personalized financial planning and wealth management. He holds a Bachelor of Science in Accounting from Rockhurst University, underpinned by his professional credentials as a Certified Financial Planner™ and Certified Public Accountant.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Acropolis Investment Management, LLC | Senior Portfolio Manager | Jul 2019 to Present | Brad is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® professional and a NAPFA - Registered Financial Advisor™. |
| Paradigm Financial Advisors, LLC | Wealth Manager | May 2007 to Jul 2019 | — |
Education
Rockhurst University
Bachelor of Science (B.S.), Accounting
1999 — 2003
Others at Acropolis Investment Management, LLC (16)
| Name | Role | Location |
|---|---|---|
| Financial Trader | St. Louis, MO , United States | |
| Portfolio Manager | St. Louis, MO , United States | |
| Partner | St. Louis, MO , United States | |
G Gary Melchior | Senior Portfolio Manager | St. Peters, MO , United States |
| Portfolio Manager | St. Louis, MO , United States | |
J Joseph Kelley | Portfolio Manager | Chesterfield, MO , United States |
| Partner | Saint Charles, MO , United States | |
| Partner | Chesterfield, MO , United States | |
| Senior Portfolio Manager | St. Louis, MO , United States | |
| Investment Analyst | Chesterfield, MO , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Bill Weeks | Quantitative Research Analyst | Argent Capital Management LLC | Lee's Summit, MO , United States |
D Denise Pearman | Managing Director of Distribution | Argent Capital Management LLC | Denver, CO , United States |
| Vice President, Director of Business Development and Client Service | Jag Capital Management, LLC | St. Louis, MO , United States | |
| Financial Analyst | Jag Capital Management, LLC | Chicago, IL , United States | |
D Debbie Manley | Trader | Smith, Moore & Co. | Arnold, MO , United States |