As CFO, Brad Martin is responsible for all the company’s financial functions, including accounting, audit and tax, and treasury. He also heads up investor reporting and all associated functions.
Before joining Legacy Knight, Brad worked in various positions and responsibilities for a family office in Dallas. He started as Accounting Manager for the family’s RIA and worked his way up to CFO. During his tenure, Brad was instrumental in implementing a new performance tracking and client reporting software for the family’s fund of fund products, streamlining the quarterly billing process, enhancing management reporting, and other process improvements. Prior to his time with the family office, Brad spent almost 10 years progressing through the accounting profession, with roles at KPMG, AMR, and Brinker International.
Brad received his BBA in Accounting and MBA from Baylor University.