Brad Norton

Director of Endowment Solutions, Winfield Associates

Brad Norton is the Director of Endowment Solutions at Winfield Associates. Brad has 17 years of institutional investment experience with 14 years as an equity research analyst at Victory Capital Management. He is a graduate of Bucknell University (BSBA) and Georgetown University (MBA). Brad is a CFA Charterholder and a CPA (inactive). He has over 20 years of endowment experience and serves as a Trustee and Investment Committee member of the Stocker Foundation.

Contributions

Voices from the Field

An Investment Policy Statement Takes Emotion Off the Table

Posted on August 21, 2019 by Brad Norton

We all have emotions and biases. Fear and greed are two of the most powerful emotions and are often a foundation endowment’s worst enemies. As investors, we need to be self-aware and recognize how these emotions can impact our investment decision-making. In order to reduce investment risk related to emotions, crafting and implementing an Investment Policy Statement (“IPS”) is an… Read More

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