Bradley Soper

Bradley Soper is an Investment Manager at Foster & Motley, Inc., based in Cincinnati, Ohio, where he is responsible for the ongoing selection and management of client investment portfolios. His role centers on portfolio construction, asset allocation, and the implementation of tailored investment strategies aligned with clients' objectives, risk tolerance, and financial goals. At Foster & Motley, he uses a "core" equity strategy that blends value and growth elements, emphasizing investments in high-quality companies trading at reasonable valuations, with a particular focus on U.S. equities, fixed income (including bonds and mutual funds), and diversified asset classes.

Soper brings a broad background in finance and investment analysis, having previously served as Trader and Investment Analyst at Foster & Motley and as Tax Senior at GBQ Partners. His expertise spans equity analysis, tax strategy, and integrated wealth management. He is recognized for his analytical approach, bottom-up security selection, and commitment to fiduciary standards.

Bradley holds an MBA in Corporate Finance and Investment Management from The Ohio State University's Max M. Fisher College of Business, and a B.S. in Finance from Northern Kentucky University. He is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), highlighting his depth of knowledge in investment analysis and tax-efficient portfolio management. As a shareholder of Foster & Motley, Soper is valued for his significant contributions to the firm's disciplined investment process and high standard of client service.