Brad believes that any strong relationship begins with a dialogue. He discusses clients’ objectives and thoroughly evaluates them. His team analyzes individual client’s current financial situations, investment goals and monetary needs coupled with their risk tolerance. The team then takes all the pertinent information and works in partnership with their clients to create a bespoke wealth management plan.

Brad began his career over 20 years ago as an investment banker. He has advised some of the largest private equity firms, hedge funds and corporations on both strategy and markets. After developing deep relationships with these clients, he has become their trusted personal advisor and private banker. Prior to transitioning to his current role, Brad was the head of Deutsche Bank’s Consumer & Business Services Equity Capital Markets, where he focused on IPOs, monetization and equity origination across the consumer, leisure & SAAS sectors. He has raised over $50 billion in financing for high-profile clients including GNC, Manchester United, Orient Express, Energizer, Kraft, Spectrum Brands, Dole Foods and Bloomin’ Brands, just to name a few.

Brad’s investment banking & CFA background provides strong investment acumen coupled with detailed financial understanding, which he applies on behalf of his clients. He believes that each client is unique and that they require tailored investment & planning advisory. His team specializes in personalizing wealth management solutions to entrepreneurs, small business owners, financial professionals / principals, lawyers and family offices.

Brad’s bespoke approach focuses on asset allocation, tactical decision-making, risk planning and access to high-quality private equity and alternative investments. Brad leverages his professional network to help assess investment opportunities. He thrives on solving complex problems and helping individuals realize their long-term objectives.

Originally from St. Louis, Missouri, Brad lives in the Tribeca section of Manhattan. Brad enjoys coaching little league soccer, volunteering for the local school, reading, giving back to the community and spending time with family. He stays active by running, yoga & meditation, playing soccer and hiking.