Bradley E. Jones, CFA, EA


Bradley has worked in a variety of financial roles, including: investment analyst, portfolio management, tax and retirement planning, and technology. His experience covers all asset classes as well as insurance products and strategies, and structured products.  He also has extensive experience with the selection, due diligence, and monitoring of alternative investment strategies, including: Hedge Funds, Market Volatility, Managed Futures, Global Macro, Merger Arbitrage, Foreign Exchange, Global Equity, Global Long/Short Fixed Income, Market Neutral, Global REITs, Precious Metals, Commodities, TIPS, and Tactical Asset Allocation.

  • Accelerant | Investment Analyst | 2015 – Present
  • PNC Investments | Financial Specialist | 2013 – 2015
  • Coury Financial Group | Portfolio Analyst / Wealth Planner | 2010 – 2012
  • Select Financial Group | Lead Analyst | 2006 – 2010
  • Clarion University of Pennsylvania | BSBA Finance | 2001
  • Chartered Financial Analyst (CFA) | CFA Institute
  • Fundamentals of Sustainability Accounting (FSA) Credential Holder | SASB
  • Enrolled Agent (EA) | Internal Revenue Service
  • Formerly Licensed: Series 24, Series 7, and Series 66 | FINRA
  • CFA Institute – Chartered Financial Analyst (CFA) Charterholder
  • CFA Society of Pittsburgh
  • SASB (Sustainability Accounting Standards Board) – FSA Credential Holder

Some of my interests outside of work:


  • I have been married to my beautiful wife Jessica since September 2012 and we have the best dog in the world named Dunston
  • We are heavily involved with our church and volunteer within several areas
  • We enjoy spending time with family and friends, traveling, watching movies, and listening to music



  • I play several different sports when I have the opportunity, including softball, volleyball, flag football, basketball, golf, and ping-pong
  • My favorite sport to watch is baseball and I am a big fan of the Pittsburgh Pirates
  • I am also a fan of the Pittsburgh Steelers, Pittsburgh Penguins, and the University of Michigan (where my grandfather graduated in 1921)

Contact Info

Bradley E. Jones, CFA, EA


Tags: Analytics, Insurance, Management, Securities

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