Joined Northern Trust
- Bachelor of Science in Finance and International Business, with a minor in Spanish from Indiana University
- Master of Business Administration from the University of Chicago Booth School of Business with concentrations in Finance, Economics, Econometrics/Statistics and Entrepreneurship
- CFA Level II Candidate
Brad is a Senior Portfolio Advisor and expert at developing customized investment solutions for high-net worth individuals and families. He specializes in designing strategies that are custom-tailored to a client's unique individual goals, needs and aspirations taking into consideration taxes, expenses and risk.
Brad joined Northern Trust in March 2011 and started working in Wealth Management in 2013. From 2013 to 2015, Brad was an associate to Senior Portfolio Managers in Wealth Advisory, Prior to joining Wealth Management, Brad worked as an analyst in Northern Trust Asset Management, reconciling equity and fixed income trades to ensure asset and account accuracy.