BRAD BUGG – Principal Consultant

Brad Joined GH Investment in September 2023. He chairs and sits on client investment committees, helps manages the multi-asset model portfolios and managed accounts, as well as contributing to the manager research function of Evergreen. He is an alternative member of the Evergreen Asset Allocation Committee.

Brad has nearly 30 years of experience in financial markets, both domestically and overseas, gaining a deep understanding of markets, portfolio construction, asset allocation, manager selection and sustainable investing. Most recently Brad was at Morningstar Investment Management for 13 years where he was responsible for the development and day-to-day management of the multi asset managed account program, as well as leading the firm’s research efforts across fixed income and alternatives markets and strategies. Brad has also spent time at a number of sell-side firms in Sydney and London focussing on fixed income strategies, primarily credit markets.

Brad has a Bachelor of Commerce (Banking and Finance) from Curtin University in Perth, Western Australia, and a Graduate Diploma in Financial Markets.

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