Director – Investment Research
Brad works closely with clients to help them achieve their financial goals and objectives. In addition to advising clients, he is responsible for investment research and due diligence, portfolio design and implementation. He has 18 years of experience in investment management and financial planning.
Brad is a Certified Financial Planner (CFP®) professional and holds a BS in Finance from Bloomsburg University.
Brad is actively involved in several local youth sports organizations and enjoys hiking and spending time in the Adirondacks with his family. He currently resides in Newtown, Pennsylvania with his wife and their three children.