Office: (804) 270-7626, ext. 1734
As an Associate Wealth Manager, Brad serves as an integral part of the investment selection and portfolio construction process. Furthermore, he provides support on client accounts through assisting in client meetings and ensuring all accounts contain accurate and up to date information. Before joining Capstone Financial Partners, Brad graduated Magna Cum Laude from the University of Richmond with a major in Business Administration with a concentration in Finance. During his time there, Brad was a member of the Student Managed Investment Fund, which is a student organization responsible for investing money from the school’s endowment in public equities throughout the school year. Additionally, he was a member of the club soccer team and was a practice player on Richmond’s Division I Women’s Soccer Team. His previous internship experiences have been focused around wealth management and investment research, which he looks forward to continuing in his new role.
FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law)