COO, CCO, Principal
Brad Alvarez
I began my career in financial services in 2005 after six years in the US Navy's nuclear field, where I was selected and certified as a command financial specialist on the submarine USS Michigan. What started as a personal interest in the rules of money became a passion for helping others who had not started thinking about it yet.
At Aspirean I build, implement, and oversee the firm's internal systems, processes, and compliance requirements, and I support our advisors with portfolio design, research, and client education. I take great pride in our scientific priority to portfolio design: research, process, and time-tested data.
My wife Kristina and I share a dune-top home in Miller Beach, Indiana, near the beaches and trails of the Indiana Dunes National Park.
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Bring us the question behind this one.
Every piece here started as a question a client asked. If you’re carrying one of your own, we’d love the opportunity to talk with you.
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