Brad manages the portfolio management and trading operations for client accounts. He also supports and maintains all systems utilized by the portfolio management department. Technology is in a constant state of improvement and refinement in the investment management industry, so he helps Portfolio Solutions® adapt to those changes quickly and efficiently.
Brad received his Bachelor of Business Administration in Management from St. Bonaventure University, followed by a Master of Science in Finance from Walsh College in 2013.
Brad began his career at Evergreen Investments (now Wells Fargo) as a Business Analyst in Charlotte, NC. His position involved implementing a trading platform for more than 240 portfolio managers on the east coast. A few years later, Brad moved to Chicago and joined Fiserv Investment Services as a systems analyst. Prior to joining Portfolio Solutions®, Brad worked for Munder Capital Management, where he managed the trade clearing staff and supported their portfolio management, trading, and compliance systems.
He understands that anything can be accomplished by people who work together on one goal. That’s why he values the collaborative atmosphere and culture, as well as his co-workers here at Portfolio Solutions®.
Areas of Experience:
- Wealth Management
- Investment Guidance
- Portfolio Management
- Trade Execution
- Performance Analysis
- Portfolio Accounting Systems
- Technology Development & Implementation