With over 10 years of investment experience, Brad partners with both new and existing clients to build comprehensive, effective wealth management strategies. Brad understands that every client has unique needs and goals, and he takes pride in delivering investment and financial planning solutions that are tailored to each individual’s objectives.

Prior to DFM, Brad spent 8 years at Columbia Threadneedle Investments, where he collaborated closely with financial advisors and their home office research teams to support well-informed investment decisions for their clients. Brad earned his Bachelor of Science in Business Administration with a concentration in Finance from Georgetown University, where he also competed as a member of the varsity golf team. In addition, Brad is a CFA charterholder and a member of the CFA Society of Boston.

Originally from Weymouth, Massachusetts, Brad now lives in Boston with his wife, Mollie. Outside the office, they enjoy staying active in their community and spending quality time with family and friends. In the summer, you might find them strolling around West Falmouth with their dog, Honey.