Insight grounded in experience
Before joining UBS in 2019, Brad spent seven years as a trader and portfolio manager at a proprietary trading firm. Because he comes to wealth management from this background, his clients gain an advisor who has a deep understanding of the markets and how to manage for market volatility.
Even though he enjoyed trading and its rewards, Brad sought to have a greater impact on his clients’ lives. As a financial advisor, he appreciates delivering more than just the investment piece of the financial picture. He is driven to consider all aspects of a client’s financial life in order to help them achieve their objectives.
Brad focuses on portfolio management and actively managed strategies that harness volatility. He works with business owners, financial industry professionals, and high net worth families.
Through careful planning and the creation of a virtual family office, he works to help these clients reach their life goals, connect with their philanthropic vision, establish their legacies, and provide meaningful opportunities for future generations.
Credentials that build confidence
- Certified Exit Planning Advisor (CEPA®)
Brad earned his Bachelor of Business Administration (BBA) from the University of San Diego. He is currently completing the UBS Wealth Advisory Program, designed for advisors to meet stringent requirements and qualifications in providing targeted wealth planning guidance. Brad is participating because he seeks the latest, most advanced knowledge and techniques to address the sophisticated needs of clients.
He holds his Series 6, 7, 42, 62, 63, and 66 licenses and maintains his California insurance license.
Outside of UBS
Brad is passionate about spending time and travelling with his family. When he’s not with his family, he dedicates time to rescuing abused and neglected dogs throughout Southern California. Additionally, Brad has been a coach for the Special Olympics since 2002.
Registered States:
CA, IL, NV