Brad Loizeaux, CFA

Mr. Loizeaux is a Consultant and Senior Research Analyst at Investment Performance Services and works on all aspects of client funds including investment policy formulation, asset allocation strategies, and performance monitoring.

His manager research responsibilities include investment due diligence focusing on high yield, private credit, and opportunistic investment strategies.

Prior to joining IPS in 2021, Mr. Loizeaux worked as a Research Analyst in the Asset Management Division of PNC Financial Services. At PNC, he was a member of the Investment Advisor Research group, responsible for sourcing and due diligence on third-party investment managers for PNC’s Private Wealth, Ultra-High-Net Worth, and Institutional (OCIO) business lines. During his tenure at PNC, his responsibilities included coverage of taxable fixed-income strategies, Real Estate Investment Trust (REITs) strategies, Small and Mid-Cap Growth Equity strategies, and oversight of PNC’s indexing & passive investment platform. He began his career at PNC as a Research Associate on the Alternative Investments team.

Mr. Loizeaux earned an MBA and a BBA from Hofstra University. He is a CFA® charter holder.