- 18+ years in financial services
- Worked on Capitol Hill as an aide for a United States Senator
Brad is a Senior Portfolio Manager at MAI, based out of the Reston, Virginia office. Brad has more than 18 years of experience in the wealth management industry, helping high net worth individuals and families define and meet their goals and objectives.
After a brief period working on Capitol Hill as an aide for a United States Senator, Brad left politics in 2001 to devote his career to wealth management and working with high net worth families. He began his investment career in the Private Client Services group at Ernst & Young, where he provided comprehensive wealth management services to a wealthy client base. Most recently, Brad was a Partner and Chief Investment Officer at MTX Wealth Management, a multi-family office and RIA in Reston, VA. At MTX, Brad spent close to nine years overseeing the investment side of the practice, responsible for oversight, diligence, performance reporting and overall management of all firm investment advisory assets.
Brad graduated with honors from Michigan State University with Bachelors’ degrees in both Finance and Economics, earning membership into Omicron Delta Epsilon, the International Honor Society for Economics.