Brad joined Smith & Howard Wealth Management as Director of Investments in 2016 after spending the prior five years as a Vice President and Senior Portfolio Manager in the Atlanta office of Hirtle, Callaghan & Co., a Pennsylvania-based outsourced Chief Investment Office.
His career has been spent serving family offices and affluent clients throughout the southeastern and southwestern U.S. In addition to his role with Hirtle, Callaghan & Co., Brad was also a Global Investment Specialist with the J.P. Morgan Private Bank and spent a decade early in his career at Goldman Sachs & Co.
Brad holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) credentials as well as the Behavioral Financial Advisor™ designation. He graduated Summa Cum Laude with a Bachelor of Science Degree from the Sigmund Weis School of Business at Susquehanna University in Pennsylvania.
Brad, his wife, and daughter live in Atlanta. He is a volunteer basketball coach for the Atlanta Northside Youth Organization and is a dedicated athlete, participating in competitive endurance races, including the Prague International Marathon, the Marine Corps Marathon, and the ING New York City Marathon.