BRAD ROTH CFP®Partner & Insurance/Investments

    Brad is a Partner at McDowell Associates Insurance which provides insurance brokerage services for individuals and businesses.  Brad is an honors graduate of Duquesne University from which obtained a bachelor’s degree in business administration with a focus in accounting. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 (Uniform Combined State Law Examination), Series 3 (National Futures Association), PA Property & Casualty, Life, Health, and Accident examination qualified .

    In addition, Brad is the President and Chief Compliance Officer of Kattan Ferretti Financial L.P. He is responsible for the day-to-day management and oversight of client portfolios.

    Prior to starting his role at McDowell Associates, Brad was a Financial Advisor at Bank of America Merrill Lynch. He also previously spent two years in operations at a quantitative hedge fund.

    Brad resides in Pittsburgh, PA with his wife Hannah and his daughter Ellery and enjoys spending his free time with his family and friends or on the golf course.

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