Bradley Jones, CFA, CAIA, EA, CAP® Investment Manager, External Portfolios
Bradley Jones joined the Foundation in December 2017 as a senior investment analyst, and was promoted to Investment Manager, External Portfolios in March 2021. As part of the Finance and Investment team, his primary responsibility is to oversee 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 a firm providing expert witness services for securities litigation cases. He has 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 an Enrolled Agent (EA) with the Internal Revenue Service and a Chartered Alternative Investment Analyst (CAIA). Brad also earned his Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services in 2022.
Jones is the host of the CFA Society Pittsburgh’s podcast, Bridge to the Burgh, which features investment and finance professionals in and around the city, sharing their success stories and discussing timely topics. The Greenville, Pennsylvania native is a graduate of Clarion University of Pennsylvania with a bachelor’s in finance. He is co-chair of the Clarion University Pittsburgh Alumni Chapter and a board member of the CFA Society Pittsburgh. When not working, he spends time with his wife, Jessica, and their dog, Charlie Freckles Chuckletrousers. He also enjoys traveling and considers himself a major sports fan. Go Bucs!