Brad is a portfolio manager at the Boston office of Brown Advisory where he manages balanced accounts for families and institutional clients. Prior to joining the firm, he was a portfolio manager at BNY Mellon Wealth Management where he worked with families constructing portfolios to meet their long-term goals. Prior to this, Brad was an analyst at the Bostonian Group where he worked on designing incentive compensation plans for small businesses. Brad began his career at Arlen Corporation, a wealth management firm, where he worked on the analysis of client portfolios.

Education

  • Providence College, BA

Community Involvement

  • Member, Board of Trustees, Boys and Girls Club of Boston
  • Member, Executive Committee, Thayer Academy Alumni Board
  • Greater Boston Chamber of Commerce Financial Services Leadership Council

Colleagues

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