Brad Nicholas Zoltak

Employer firm

Renaissance Investment Management CRD 105916

$2.91B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 12/2018
  Clear Arc Capital Management
  Cincinnati, OH
• 01/2019 → Present
  Renaissance Investment Management
  Covington, KY

Other Businesses

Zoltak Partners LLC, non investment related, 6628 West Eden Place, Milwaukee, Wisconsin, real estate holdings, Managing Partner, started 7/2008, 3 hours per month is devoted to the business and none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-15

Designations

• Chartered Financial Analyst