BULL RUN INVESTMENT MANAGEMENT - Key Persons
Born and raised in Kingston, Jamaica, Anthony embarked on an impressive journey that led him across continents and through varying roles of significant responsibility. After moving to the United States and graduating high school, he swiftly joined the Marine Corps. His dedication and valor were displayed through multiple combat tours including Desert Shield, Desert Storm, and the recent Iraqi Freedom.
In the Marines, Anthony developed a robust technical proficiency and demonstrated success in managing technology operations to meet ambitious performance and mission goals. His noteworthy achievements were recognized with multiple awards, including two esteemed Meritorious Service Medals and the Navy and Marine Corps Achievement Medal.
Following his retirement as a Marine Master Sergeant, Anthony's passion for learning and serving took a new direction. He earned his Bachelor of Science in Finance from George Mason University, a testament to his commitment to personal growth and serving Americans in a new capacity.
Launching his financial services career at New York Life, Anthony worked alongside some of the industry's leading advisors, amassing valuable experience and insights. His professional development was further solidified by passing the Series-7 and Series-66 exams, reinforcing his ability to provide comprehensive financial advice to clients.
Job Titles:
- Attorney, Estate Planning
- President of InSight Law
Bobby works in close collaboration with our wealth management firm. Bobby Feisse is President of InSight Law and an adjunct Law Professor for the George Mason School of Law. After graduating from George Mason Law School and passing the Virginia Bar in 1996, Bobby worked at a small litigation firm, Curran & Whittington, P.C. In 1998, Bobby moved on to a larger firm, Rees, Broome, & Diaz, P.C., located in Tysons Corner, Virginia. At Rees, Broome, & Diaz, Bobby was responsible for enforcing contracts and judgments. It was here that Bobby realized that he wanted to help people protect their assets rather than enforcing judgments for creditors.
Thereafter, Bobby left Rees, Broome & Diaz in 2001 and joined Morgan Stanley as a financial advisor to help people grow their wealth. At Morgan Stanley, Bobby realized the important connection between estate planning and financial planning. It was also during this time that Bobby's father was diagnosed with Alzheimer's.
"It wasn't until after my dad was diagnosed with Alzheimer's that I reviewed his estate plan (i.e. his Will, Trust, Power of Attorney and Medical Directives). I realized that I had made a terrible mistake not reviewing these documents with my dad earlier. I also made the mistake of not talking to my dad's attorney and financial advisor. The legal documents were basically a bunch of boiler plate forms that really gave us no direction on what my dad's wishes were.
"Even worse, I realized too late that my dad's attorney never talked to my dad's financial advisor to discuss his planning. We could have saved a lot of money and a lot of heartache for my mom if my dad's financial plan was integrated with his estate plan. Here I was, an attorney who was learning about financial planning and I was seeing all the worst things happen to my own family. I felt helpless. I began taking matters into my own hands and learned everything I could about estate planning. I decided to leave Morgan Stanley to focus on estate planning and to work with financial advisors in helping people with some of the most important decisions in their life. I felt that people didn't really understand the consequences of the choices they were making when it came to estate planning. My career path has led me to this point in my life where I can't possibly think of doing anything else."
In 2007, Bobby joined the National Network of Estate Planning Attorneys and founded InSight Law. Currently, Bobby holds the following accolades and certifications:
an elected Board Member for National Network of Estate Planning Attorneys;
a Certified Legacy Advisor™ and
a member of the Purposeful Planning Collaboration.
At the National Network of Estate Planning Attorneys, Bobby is a national speaker and teaches estate planning attorneys the latest techniques and innovations in the estate planning field. Bobby is a member of the Virginia, Maryland, and DC Bar, as well as the respective Trust and Estate Sections for each jurisdiction.
Bobby is a high school lacrosse coach for Madison High School, located in Vienna, Virginia. He previously coached Oakton High School where they won 3 state championship titles. Bobby played his college lacrosse at Syracuse University and is a 2 time national lacrosse champion. Bobby also coached the Iroquois National Team in the 2008 World Games.
"I love lacrosse and coaching youth. My goal is to help put Northern Virginia lacrosse on the map, nationally."
Bobby also volunteers his time by teaching frequent clinics for the local youth programs and high schools.
Job Titles:
- Co - Founder
- Financial Advisor
- Managing Partner
Brad was born and raised in the Washington, DC area. Being a people person, a visionary, a problem solver and with a thirst for knowledge, Brad knew he wanted to put his skills towards helping people. After beginning his career in financial services he realized very quickly that finance would serve as an avenue for him to maximize his abilities in serving the community. Having lived in Silver Spring, Woodbridge, McLean, DC, Alexandria, Vienna, and Fairfax. Brad has developed a great sense for what people in the area are looking for financially.
Brad began his career in financial services in 2008 and has seen many sides to what the world of finance offers. From working for a Fortune 100 company, to a smaller independent boutique firm, to a firm which specialized only in investments, and now one of the founders of Bull Run Investment Management, an independent full service advisory firm. Working under these different structures, Brad has stood out in all; passing exams to further his abilities with clients, achieving the LUTCF designation just three years in the business, and attaining many awards, including: Member of MDRT, Executive Council, President's Council, Life All Star, Annuity Champion, New Org of the Year, AGA Excellence, and more.
Being a Financial Advisor, Brad's drive starts with solving the every day financial anxieties people choose to face or avoid-bringing peace of mind to families through protective based planning, accumulation strategies, efficient distribution techniques, and advanced strategies geared for the high net worth and business owners- helping clients maximize the amount they have for themselves and their loved ones.
Job Titles:
- CIO
- Co - Founder
- Portfolio Manager
Chris's early success in the stock market, marked by his foresight to invest in companies such as Nvidia, Twilio, Amazon, Netflix, Google, and Apple before their widespread recognition by mainstream media, propelled him to prominence after co-founding BRIM. His investment expertise and knack for selecting companies with exceptional revenue growth have consistently yielded substantial returns for early investors, a privilege typically reserved for elite venture capital or private equity firms. It is through his expertise and astute decision-making that Chris has made a name for himself in the finance industry.
The start of his professional career can be traced back to his college years at the University of Colorado Boulder where he pursued a degree in finance. His dedication and expertise earned him a notable achievement when he placed in the top 1% in the Chicago Mercantile Exchange Futures trading competition. In this fierce competition, Chris triumphed over more than four hundred graduate and undergraduate teams, solidifying his aptitude for investment strategy.
Before his university years, Chris had already shown an unyielding commitment to learning and growth. His enthusiasm for investing, which had flourished during his high school years, led him to independently educate himself on options and futures trading. As he delved deeper into the realm of investments, he found himself enamored with the intricacies of the market. In those days, after school, he would dedicate his afternoons to staying abreast of his investments.
Beyond his professional endeavors, Chris's passion lies in empowering others to flourish financially through investment education. He derives immense satisfaction from sharing his knowledge and helping individuals achieve prosperity, enabling them to savor more qualify moments of life. Prior to these endeavors, Chris accumulated valuable experience in diverse areas of investment management. He honed his skills and expanded his knowledge during his tenure at renowned institutions such as Morgan Stanley, Spectrum Financial, IPS Strategic Capital, and TD Ameritrade. These opportunities allowed Chris to gain invaluable insights into the intricacies of the financial world.