Bradley J. Rathe

Brad joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves as a Partner and Senior Director of Portfolio Management at Waverly. Brad started his career on the trading floors in Chicago, advancing to various executive-level positions at several hedge funds around the world. Over the past 30+ years, he has coordinated the start-up of three separate hedge funds and also initiated a Commodity Fund-of-Funds. Brad began at EMC Capital Management (Originally Turtle) where he was a trader/researcher, and was then the Research Director for Rotella Capital Management (1.5 Billion CTA) where he was also on the Executive Management Team. He performed a full turnaround for FTC Capital, an Austrian/Bahamian based CTA, and formed a Commodity Fund-of-Funds called Poplar Jackson where he allocated assets to various commodity CTA strategies on behalf of a Family Office. Brad has implemented asset allocation strategies for high-net-worth families. Throughout his career, he has grown hedge funds by concentrating on developing strategies with exceptional risk management that have resulted in excellent risk-adjusted performance. He loves the challenge of working with a client to develop a portfolio that will meet their financial goals in the most efficient and effective way possible.

Brad enjoys being active, reading, traveling, and solving problems with technological solutions.

Education

Bachelor of Science in Business – Iowa State University