Daniel McRady

Daniel McRady is currently the Head Trader and Investment Associate at LBMC Investment Advisors in Nashville, TN, where he plays a central role in executing trading strategies and supporting portfolio management for the firm’s diverse client base. As Head Trader, he is responsible for trade execution across multiple asset classes and providing investment support for high net worth individuals, families, and institutions. LBMC’s investment approach emphasizes disciplined wealth management and risk-adjusted asset allocation, with a strong focus on customized, client-centered solutions.

Before stepping into his present position, Daniel gained valuable experience as a Staff Tax Accountant and a Tax Intern at LBMC, building expertise in tax-efficient investing and comprehensive financial analysis. His background in both investments and tax allows him to approach portfolio construction with a holistic, integrated perspective tailored to the unique needs of private clients.

Daniel holds a Bachelor of Business Administration in Accounting from Middle Tennessee State University and a Nursing degree from Freed-Hardeman University, reflecting his commitment to analytical rigor and client service excellence. At LBMC Investment Advisors, his work encompasses equities, fixed income, and multi-asset portfolios, with a particular emphasis on tax-aware investment strategies and operational execution in public markets.