At Black Swan Management Group, we specialize in tactical investment strategies designed to help independent Registered Investment Advisors (RIAs) and Family Offices navigate volatile markets. Our mission is clear: to deliver high-probability investment outcomes while preserving portfolio value—even during adverse market conditions.
We focus on strategies that thrive during market dislocations, blending time-tested methodologies with tactical innovations. By combining active and passive management and employing hedging tactics, we help reduce volatility and improve risk-adjusted returns.
Meet Brad Carroll, CFP®
Brad Carroll is the Founder and Chief Investment Officer of Black Swan Management Group. A seasoned investment professional, Brad holds several industry credentials, including:
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Certified Financial Planner™ (CFP®)
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Accredited Portfolio Management Advisor™ (APMA™)
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Accredited Wealth Management Advisor™ (AWMA™)
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Certificate in Mergers & Acquisitions and Corporate Development from Wharton
He also holds a Master of Science in Personal Financial Planning and is a proud graduate of the University of Oklahoma.
With experience dating back to 2009 under a tactical portfolio manager, Brad now leads a team of strategic investment professionals committed to minimizing downside risk and controlling portfolio expenses.
More Than a Manager—A Mission
Brad is also a U.S. Army combat veteran with two deployments to Iraq. His discipline, leadership, and long-term perspective inform the firm’s guiding principle: "Expect the unexpected."
Brad and his wife, Dr. Dana Carroll, a cancer prevention scientist at the University of Minnesota, live in Minneapolis, MN with their three children.