Bradley Jones

Principal
16 years of experience
14 years at Optima Global
A.B., Harvard University

Brad is a Principal at Optima Global Trading, where he is the Head of Broker-Dealer Distribution for U.S. Wealth. In this role, Brad leads Optima Global’s engagement with wirehouses, large national independent broker-dealers and private banks. Previously, Brad was the Head of Optima Global’s Retirement and Sub-Advisory businesses. He led Optima Global’s efforts to design and deliver retirement solutions to defined contribution plans in the U.S. and worked with large retirement and retail mutual fund platforms to offer Optima Global’s investment strategies in a sub-advised structure. Prior to joining Optima Global, he was a member of the Portfolio Consulting Group of Barclays Wealth. Brad earned an A.B. in economics from Harvard University.

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