John Frady is the Director of Institutional Strategy, responsible for working closely with external consultants and Boyd Watterson’s portfolio management teams to design tailored solutions for institutional investors. He is part of the team that designed and now oversees the Multi-Asset Income Allocation strategy which combines fixed income, limited duration high yield, and real estate. Additionally, John focuses on growing the Tactical CLO Fund, which is a diversified portfolio of CLO securities tactically based on the company’s macro view.
Prior to joining the firm, John was an institutional Investment Consultant at CapTrust Advisors where he provided consulting services to pension funds, insurance companies, foundations, and endowments. In 2018, John was named one of the National Association of Plan Advisors “Young Guns” Top Advisors under 40.