Bradley Pennington Pike

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Mr. Bradley P.
Pike, CFA, is Head of Investments & Research at Citrin Cooperman Wealth Management LP.
He has more than 15 years of experience in the areas of investment strategy and investment portfolio management, including portfolio development, security selection, in-depth market research, and asset allocation.
His primary responsibility is investment oversight.
He monitors the firm’s asset classes and decides what instruments are best used to gain exposure.
As part of this process, he conducts research and ongoing due diligence of both current and prospective managers in traditional and hedge fund asset classes.
A member of CCWM's investment committee.
Prior to joining Citrin Cooperman Wealth Management, he worked at two local Registered Investment Advisor firms, where he was in charge of the Investment Strategy and held the role of Chief Investment Officer.
Mr. Pike earned his Bachelor of Science in Business with a concentration in Finance from the University of Delaware.
He holds the designation of Chartered Financial Analyst.

Former positions of Bradley Pennington Pike

Companies	Position	End
Citrin Cooperman Wealth Management LP Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets.	Head-Equity Investments	2016-08-31
Philadelphia Investment Partners LLC Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets.	Portfolio Manager-Equities	2009-08-31
Commerce Capital Markets, Inc. Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
Bloomberg LP Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights	Corporate Officer/Principal	-

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Private companies	5
Commerce Capital Markets, Inc. Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Bloomberg LP Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights	Technology Services
Philadelphia Investment Partners LLC Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets.	Finance
University of Delaware University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citrin Cooperman Wealth Management LP Citrin Cooperman Wealth Management LP Investment ManagersFinance CCWM generally recommends that clients' assets be broadly allocated among various mutual funds, ETFs, and/or individual debt and equity securities and/or independent manager programs offered by and/or obtained through certain broker-dealers. The firm uses passively-managed index and ETFs as the core investments. Actively-managed funds are added where there are greater opportunities to make a difference, with a percentage of selected individual securities allocated to the satellite portion of the portfolio. Portfolios are globally diversified to control the risk associated with traditional markets.	Finance