As the Chief Investment Officer, Brad manages the firm’s Research team and is responsible for the oversight of equity strategies. Brad has analytical responsibilities in securities and has primary coverage across several sectors. In addition, he serves as Co-Investment Advisor to the Marlborough North American Fund.

Brad joined Boston Financial Management as a Research Analyst before becoming Chief Investment Officer. He has previous experience as an Actuary and Senior Consultant with Mercer.

He is a graduate of the University of Vermont with an undergraduate degree in Economics. He also graduated summa cum laude from Babson College with a Master's degree in Business Administration.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

Personal Interests

Brad enjoys spending time with his family, snowboarding and following Boston sports teams.