Director of Operations

Brad received his Master of Science in Finance from Walsh College and his Bachelor of Business Administration in Management from St. Bonaventure University.

Brad previously worked at Munder Capital Management (where he managed the trade clearing staff and supported their portfolio management, trading, and compliance systems) and at Fiserv Investment Services as a systems analyst.

Brad began his career at Evergreen Investments as a Business Analyst. His position required implementing a trading platform for more than 240 portfolio managers on the east coast. 

Brad believes that anything can be accomplished by a great team of people who work together towards a common goal which is why he values the collaborative culture of Servant Leadership at Portfolio Solutions®.


Areas of Experience:

  • Wealth Management
  • Investment Guidance
  • Portfolio Management
  • Trade Execution
  • Performance Analysis
  • Portfolio Accounting Systems
  • Technology Development & Implementation