Grady has over 25 years of experience in the financial services and banking industries. His primary focus has been on helping high net-worth families achieve their investment objectives. His efforts center on portfolio management by using technical analysis to find superior fundamental investment opportunities for his clients. He has developed a set of criteria to direct clients in both bull and bear markets.
Grady is a cum laude graduate of Bellarmine University in Louisville, Kentucky with a degree in business administration. He is an active youth baseball and basketball coach in Carmel, Indiana where he lives with his wife Robin and six children.
For seven years, Grady has been named a Five Star Wealth Manager, most recently in 2016. The Five Star Wealth Managers are a select group representing less than five percent of the wealth managers in the Indianapolis area.