Our idea of “Team“ means collaborating with you to learn about your goals and priorities and setting out to help you achieve them. We help you address important questions like:
Brad Campbell leads Integra Capital Advisors' portfolio management team as the firm’s Executive Vice President and Chief Investment Officer (CIO). Brad started his career as a CPA and auditor, and quickly found his desire for knowledge would lead him deep into the investment and insurance fields. He holds professional designations as a Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Brad also earned a Master’s Degree in Taxation from Florida Atlantic University. He and his team of Naples, Florida-based advisors joined Integra Capital Advisors from their previous firm, Capital Rock Investments, where Brad was the principal owner. His previous roles include positions as the owner and partner in insurance agencies and financial advice firms.
His passion is designing and managing rules-based portfolio management systems with an emphasis on risk control to help investors reduce the risk of large losses that can jeopardize their retirement income plan. These processes are consistent with our long history of rules-based investing at Integra Capital Advisors.
Brad and his wife, Natalie, have been married for over 22 years and together have three children: Madison, Mason, and Matthew. All three children are very involved in sports, not surprising given Brad’s collegiate tennis career at Auburn University while earning his Bachelor’s Degree in Accounting. His hobbies include cycling, tennis, reading, and traveling with his children to sporting events. He also serves on the investment committee of the pension board of the Diocese of Venice Florida.
