Brad Carroll, CFP® serves as the President and Chief Investment Officer of Black Swan Management Group, LLC, a Registered Investment Advisory firm based in Texas. He also holds the role of Chief Investment Officer for Carrington Advisors, LLC, where he oversees all client portfolios and investment strategies.

Brad holds a Master’s in Financial Planning from the College for Financial Planning and has earned a Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals. He is also credentialed as both an Accredited Portfolio Management Advisor™ (APMA™) and an Accredited Wealth Management Advisor™ (AWMA™).

With a focus on risk management and cost efficiency, Brad designs portfolios that incorporate up to ten or more diverse investment strategists. His goal is to help clients achieve their financial objectives with a high degree of probability—while reducing overall portfolio risk and expenses.

Brad began his career in the financial services industry in 2010, gaining valuable experience working alongside a top-performing portfolio manager known for active tactical management. He is a proud graduate of the University of Oklahoma and a combat veteran, having served two deployments to Iraq.

Brad now resides in Minneapolis, Minnesota with his wife, Dr. Dana Carroll, an associate professor at the University of Minnesota, and their three daughters, Faye, Ada, Lettie.