BRAD ROTH

Brad is the President and Chief Compliance Officer of Kattan Ferretti Financial L.P. He is responsible for the day-to-day management and oversight of client portfolios. He is a CERTIFIED FINANCIAL PLANNER™. To earn this designation, candidates must meet several requirements including mastering nearly 100 topics of integrated financial planning in major areas such as investments, retirement, estate planning, income taxation, insurance, and employee benefits. The CFP® is the highest professional designation in the financial planning field.

Prior to starting Kattan Ferretti Financial L.P., Brad was a Financial Advisor at Bank of America Merrill Lynch. He also previously spent two years in operations at a quantitative hedge fund.

In addition to his role at KFF, Brad is an owner of Kattan Ferretti Insurance Group, LLC which provides insurance brokerage services for individuals and businesses.

Brad graduated from Duquesne University with a B.S. in Accounting and has a Certificate in Financial Planning from New York University. He resides in Pittsburgh, PA with his wife Hannah and his daughter Ellery and enjoys spending his free time with his family and friends or on the golf course.

EDUCATION/CERTIFICATION

B.S. Accounting Duquesne University – Cum Laude
Executive Certificate Financial Planning – New York University
Certified Financial Planner (CFP)
Series 66
Life, Accident, & Health Licensed
PA Property & Casualty

HONORS & MEMBERSHIPS

Whirl 13 under 30 – 2016
Board Member, Treasurer  – Westmoreland Chamber of Commerce
 Board Member – Greensburg Community Development Corporation
Investment Committee: United Way of South Western PA
Rising Tide Member – Riverlife

CONTACT BRAD TO SCHEDULE AN APPOINTMENT