As a Managing Director, Brad helps define the future direction and growth of the firm. Working in both New England and Florida he focuses on business development and identification of executive talent and potential merger partners.  He brings decades of investment and wealth management experience to clients and thoroughly enjoys the relationships he forms.

Brad joined Boston Financial Management at the time of the merger with Emerson Investment Management.  As President and CEO of Emerson, Brad was responsible for the firm’s overall operations. Prior to Emerson, he was with EG&G (now PerkinElmer).

Brad is a graduate of Lafayette College with a Bachelor of Arts in Mathematics and has completed the Harvard Business School PMD Program.

Charitable & Community Involvement

Darrow School – Emeritus Trustee; past Chair of Board of Trustees; current Investment Committee

Lafayette College – Past Alumni Admissions Representative

Camp O-AT-KA in Sebago, ME – Member of the Corporation

Providence Day School – Past Member of the Board of Trustees and Board Treasurer

Junior Achievement of RI – Past Volunteer Teacher

Personal Interests

Brad enjoys international travel, biking, gardening, and golf. He has been a loyal fan of the nightly TV show Jeopardy. Feel free to test Brad’s trivia knowledge!