Brad Felix

Brad Felix is a dedicated entrepreneur with a passion for small towns and small businesses, leveraging new technology to innovate traditional industries.

Starting with the founding of Commas, a forward-thinking wealth management company focusing on fiduciary, fee-only services for the mass affluent market, Brad has a proven track record in the financial sector.

With experience at Truepoint Wealth Counsel and Savant Wealth Management in leadership and product management roles, he has demonstrated his expertise in technology and innovation within the wealth management space.

Brad Felix's career kicked off as a Portfolio Manager and Equity Analyst at Opus Capital Management, where he honed his skills in identifying lucrative investment opportunities.

He holds a Bachelor of Science (B.S.) in Finance from Miami University. Brad has held various key roles in prominent organizations, from Operating Partner at Fireroad to Director positions at Savant Wealth Management and Truepoint Wealth Counsel.

Overall, Brad Felix's journey showcases his commitment to innovation, wealth management, and driving growth in both traditional and tech-forward sectors.