Bradley Roth, CFP®

Bradley Roth, CFP®

Insurance & Investments

Phone: 724-832-2525
E-mail:
 

Brad Roth is the CFO of Kattan Ferretti Insurance Insurance Group, LLC. Mr. Roth is an honors graduate of Duquesne University from which obtained a Bachelor’s Degree in business administration with a focus in accounting. He received the Certified Financial Planner® designation following study at New York University. He is Series 66 (Uniform Combined State Law Examination) examination qualified.

Mr. Roth departed Merrill Lynch in February 2013 to acquire and equity interest in Kattan-Ferretti Insurance Group, L.L.C., an insurance brokerage firm where he currently serves as Chief Financial Officer. In addition Mr. Roth started a separate business unit Kattan Ferretti Financial, L.P., where he presently serves as President and Chief Compliance Officer. The Kattan firm is a registered investment advisor specializing in separately managed accounts and portfolio management services for high net worth individuals.

Mr. Roth is also a co-founder of Sardonyx Capital Management L.L.C., a quantitative systematic hedge fund located in Johnstown, PA. Sardonyx Capital specializes in non-linear dynamic mathematical analysis and processes which are required to accurately and consistently identify and exploit investment opportunities caused by well hidden market inefficiencies.

Brad is a Duquesne University Graduate with a B.S. in Accounting. He resides in Fox Chapel, PA and enjoys spending his free time with his family and friends or on the golf course.

 

Kattan Ferretti Financial Website