Brad has worked with a broad range of clients. He has assisted executives of public and private companies with corporate retirement plans and worked with individuals exercising stock options and/or making Rule 144 transactions. He has also worked with high net worth clients on generational planning. In addition, Brad constructs and maintains fixed income portfolios, and has over 25 years of experience working with outside separate account managers.
Brad grew up in Portland, Oregon, and graduated from the University of Washington with a degree in Economics and Political Science. He received his Masters in International Affairs from the George Washington University.
Brad and his wife, Ginny, live on Mercer Island and have a daughter who's a student at NYU Tisch School of Performing Arts.