Brady Beals
Director of Investment Solutions
Brady leads Luma’s RIA & Family Office relationships and helps develop Luma’s advanced analytics tools. Prior to joining Luma, Brady ran Navian Capital’s product management and structuring team, where he was responsible for creating calendar and reverse inquiry structured product offerings for Broker-Dealers, RIAs & Family Offices.
Brady received a bachelor’s in business administration specializing in Finance from the Fisher College of Business at The Ohio State University. He is a Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.
Brady Beals
Director of Investment Solutions
Brady Beals
Director of Investment Solutions
Brady leads Luma’s RIA & Family Office relationships and helps develop Luma’s advanced analytics tools. Prior to joining Luma, Brady ran Navian Capital’s product management and structuring team, where he was responsible for creating calendar and reverse inquiry structured product offerings for Broker-Dealers, RIAs & Family Offices.
Brady received a bachelor’s in business administration specializing in Finance from the Fisher College of Business at The Ohio State University. He is a Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.