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FAX NUMBER: 617-357-9602
Brad is a senior relationship manager at CIBC Private Wealth, with over 20 years of industry experience. In this role, he is responsible for creating comprehensive portfolio solutions for individuals, families, non-profit foundations, and institutions. Each portfolio is customized to incorporate the uniqueness of each relationship, including income and estate tax efficiency; cost efficiency; cash flow generation and other unique considerations.
Prior to joining the firm, Brad served as a managing director at SVB Private where he worked to create custom portfolio solutions for his clients. Previously, he served as executive managing director at Boston Private Bank with dual roles of head of fixed income and wealth advisor.
Brad earned a Bachelor of Arts from Lafayette College with a major in Economics. Brad holds a certificate of completion from the Securities Industry and Financial Market Associations and The Wharton School
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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