Brad joined Personal Wealth Partners in July of 2015 with 8 years in the financial services industry. His experience includes investment analysis, trading, reporting, and cash management.
Brad is responsible for assisting with investment portfolios, rebalancing and reallocating accounts, and investment research and analysis. His detail-oriented and inquisitive nature is an asset in his current role.
Brad leads the Personal Wealth Partners Investment Advisory Committee, where PWP’s portfolios are created and customized for clients. Brad’s skills include streamlining a variety of models, including tax-sensitive and low-cost portfolios; analyzing the risk and allocations; and developing risk-minimizing strategies for clients to help them pursue their goals.
Brad earned Bachelor of Science degrees in Biology and Economics from the University of Minnesota. In addition, he holds the FINRA/NASAA Series 7 and 66 Licenses with LPL Financial.
Outside of the office, Brad is active in team sports and enjoys traveling.