About
Bradley Davis serves as a Senior Analyst at Linden Thomas Advisory Services, LLC, based in the Charlotte metropolitan area. In this capacity, he is responsible for supporting portfolio management, conducting securities research, and assisting with strategy implementation for client investment portfolios. His work involves detailed analysis across various asset classes, including equities and fixed income securities, reflecting the firm's focus on comprehensive, institutional-quality portfolio construction.
Before joining Linden Thomas in December 2022, Davis developed extensive expertise in financial operations at LPL Financial, first as an Account Transfer Service Consultant and later as a Mutual Fund Trader. These roles honed his skills in trade execution, account management, and mutual fund operations, providing a strong operational foundation for his current analytical responsibilities.
Davis holds a Bachelor’s Degree in Finance from the University of North Carolina at Charlotte, equipping him with a robust understanding of financial theory and analytics. His professional focus includes portfolio analysis, mutual fund research, and client-facing advisory support, making him a key contributor to the firm’s wealth management and investment advisory teams.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Linden Thomas & Company | Senior Analyst | Dec 2022 to Present | — |
| LPL Financial | Mutual fund trader | Dec 2020 to Dec 2022 | — |
| LPL Financial | Account Transfer Service Consultant | Jun 2019 to Dec 2020 | — |
| Intrua Financial | Research Assistant | Jun 2017 to Jun 2019 | •Manage and research potential investments for all fourteen proprietary investment models consisting of mutual funds and ETF’s for client portfolio’s
•Perform portfolio analysis using Riskalyze and M... |
| Intrua Financial | Summer Intern | Jun 2016 to Jul 2016 | •Continued to transfer hard file copies into online Safe Storage Program for better security and access to files
•Received daily phone calls from clients, resolved client investment questions and dis... |
| Intrua Financial | Summer Intern | Jun 2015 to Aug 2015 | •Administered customer data into Redtail, customer relationship management software, to allow for better accessibility to the advisers and the client service associates, to customer files
•Implemente... |
Education
University of North Carolina at Charlotte
Bachelor’s Degree, Finance, General
2013 — 2017
Skills & Expertise
Others at Linden Thomas Advisory Services, LLC (1)
| Name | Role | Location |
|---|---|---|
F Frank Braden | Portfolio Manager | Charlotte, NC , United States |
