Bradley Jones joined the Foundation in December 2017 as a senior investment analyst. As part of the Finance and Investment team, he will take over primary responsibility for the Third Party Investment Manager program, through which qualified local investment managers maintain advisory capacity over donor funds. Before joining the Foundation, he served as an investment analyst for Accelerant, a firm providing expert witness services for securities litigation cases. He has also worked with other local investment firms including PNC. He holds the Chartered Financial Analyst (CFA) designation and is a Fundamentals of Sustainability Accounting (FSA) credential holder with the Sustainability Accounting Standards Board (SASB). He is also an Enrolled Agent (EA) with the Internal Revenue Service and is a Chartered Alternative Investment Analyst (CAIA).
The Greenville, Pa. native is a graduate of Clarion University of Pennsylvania with a bachelor’s in finance. When not working, he spends time with his wife, Jessica, and their dog, Dunston. He also enjoys watching sports, playing softball and flag football and considers himself a major sports fan. Go Bucs!