Donna DickinsonJanuary 11, 2018
PRESIDENT & CEO
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.