Brad Halverson is co-portfolio manager of the small cap growth product suite of mutual funds and institutional accounts.

He was named co-portfolio manager of the product suite in 2016.

Mr. Halverson joined the organization in 2008 as an equity investment analyst on the Small Cap Growth team. He was appointed assistant vice president in 2013 and vice president in 2015.

He was named assistant portfolio manager of small cap growth institutional accounts, serving in the role from 2014 to 2016. Prior to joining the firm, Mr. Halverson was associated with Northpointe Capital as an equity analyst responsible for researching growth stocks across micro, small, and mid cap portfolios.

From 2002 to 2004 he was an associate in health care investment banking for A.G. Edwards & Sons, Inc. He was affiliated with Pricewaterhouse Coopers, LLP in positions of increasing responsibility from 1995 through 2000 culminating as a manager in business advisory services.

Mr. Halverson graduated from Brigham Young University in 1995 with a BS and MS in Accounting. He earned an MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan in 2002.

Mr. Halverson is a CFA charterholder. He is a member of the CFA Institute. He is a former Certified Public Accountant (CPA).