Vice President – Wealth Management
With a deep understanding of the benefits associated with the full range of wealth management services at Reilly Financial Advisors, Brad assists clients with portfolio decisions, tax and estate strategies, and planning for a secure future.
Brad brings more than 15 years of investment management experience to the firm. Prior to joining Reilly Financial Advisors, he was an analyst at PaineWebber and Olympic Capital Group in New York, focusing on investment banking and venture capital transactions. A native of South Africa, he also worked as an attorney prior to moving to the U.S.
Brad holds a Juris Doctor degree from the University of Cape Town and has earned the FINRA Series 7, 63 and 65 licenses.