Experience
An Eckler Principal based in Halifax, Nova Scotia, Brad leads the asset consulting team in Atlantic Canada and the firm’s Outsourced Chief Investment Officer (OCIO) advisory practice nationally. He has over 25 years of consulting experience and has been with Eckler for more than fourteen years. Brad provides counsel to pension funds, accident funds, insurance companies, health trusts, foundations, and other asset portfolios regarding governance, investment planning, policy design, and implementation, as well as ongoing risk management and performance analytics. His clients include organizations in both the public and private sectors, encompassing a broad range of innovative strategies and portfolio structures utilizing both public and private markets.
Brad has served on the Board of Directors of the Nova Scotia Teachers Pension Plan Trustee Inc. and is currently a member of the Mount Saint Vincent University Pension Governance Board. He has served as a member of the Board of Directors for the Atlantic Canada Chartered Financial Analyst (CFA) Society and the Atlantic Council of the Association of Canadian Pension Management (ACPM).
His formal education includes an undergraduate degree in Economics and Commerce from Memorial University of Newfoundland and graduate studies in Econometrics and Financial Economics at Dalhousie University. Brad earned his MBA from the Sobey School of Business and holds the Chartered Financial Analyst (CFA) designation.
Areas of Expertise
- Alternative Investment Manager Due Diligence
- CAP Plan Provider Search
- Custodian Review and Due Diligence
- De-Risking / Liability Driven Investment Strategies
- Endowment/Foundation Sustainability Analysis
- ESG Investing
- Financial Modeling
- Investment Beliefs Review
- Investment Policy Design
- Manager Research
- Manager Search
- Risk Management
- Manager Due Diligence
- OCIO Governance
- OCIO Provider Search
- OCIO Due Diligence
- Performance Analytics
- Portfolio Construction
Professional Qualifications
Professional Qualifications
- Bachelor of Arts (Econ), Memorial University of Newfoundland
- Masters of Business Administration (MBA) – Sobey School of Business, Saint Mary’s University
- Graduate Studies in Financial Economics and Econometrics, Dalhousie University
- Chartered Financial Analyst (CFA)
Professional Activities Current
- Mount Saint Vincent Pension Governance Board and Investment Committee (Since 2008)
- College of Registered Nurses of Newfoundland Labrador – Finance and Audit Committee (Since 2016)
Professional Activities Past
- Nova Scotia Teachers Pension Plan Trustees – Board Member
- CFA Atlantic Society Program Chair
- Association of Canadian Pension Management (ACPM) – Atlantic Counsel Member